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 | $90,605 | $89,355+1.4% | $141,162-35.8% | $72,985+24.1% |
| Participation rate | 89.4% | 75.1%+14.2pp | 82.5%+6.9pp | 69.5%+19.9pp |
| Annual return | 24.47% | 111.85%-87.4pp | 71.39%-46.9pp | 81.00%-56.5pp |
| Employer contribution / active EE | $9,371 | $3,114+200.9% | $4,735+97.9% | $2,440+284.1% |
| Participant deferral / active EE | $10,304 | $5,418+90.2% | $6,709+53.6% | $3,607+185.6% |
| Admin fee / account holder | $249 | $5,958-95.8% | $10,261-97.6% | $5,124-95.1% |