See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,405 | $93,071+42.3% | $74,583+77.5% | $273,961-51.7% |
| Participation rate | 95.5% | 74.9%+20.5pp | 68.1%+27.3pp | 83.0%+12.4pp |
| Annual return | 15.13% | 26.18%-11.1pp | 20.47%-5.3pp | 41.45%-26.3pp |
| Employer contribution / active EE | $8,722 | $3,160+176.1% | $2,525+245.4% | $4,869+79.2% |
| Participant deferral / active EE | $12,037 | $4,160+189.3% | $3,458+248.1% | $5,287+127.7% |
| Admin fee / account holder | $194 | $5,272-96.3% | $4,138-95.3% | $10,132-98.1% |