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 | $124,900 | $89,355+39.8% | $141,162-11.5% | $72,985+71.1% |
| Participation rate | 88.1% | 75.1%+12.9pp | 82.5%+5.6pp | 69.5%+18.6pp |
| Annual return | 24.39% | 111.85%-87.5pp | 71.39%-47.0pp | 81.00%-56.6pp |
| Employer contribution / active EE | $1,030 | $3,114-66.9% | $4,735-78.2% | $2,440-57.8% |
| Participant deferral / active EE | $6,374 | $5,418+17.6% | $6,709-5.0% | $3,607+76.7% |
| Admin fee / account holder | $274 | $5,958-95.4% | $10,261-97.3% | $5,124-94.7% |