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 | $98,879 | $72,277+36.8% | $101,248-2.3% | $79,858+23.8% |
| Participation rate | 87.5% | 68.5%+19.0pp | 75.8%+11.7pp | 69.6%+17.9pp |
| Annual return | 16.40% | 22.30%-5.9pp | 46.47%-30.1pp | 31.71%-15.3pp |
| Employer contribution / active EE | $6,594 | $2,692+145.0% | $3,660+80.2% | $2,471+166.9% |
| Participant deferral / active EE | $4,006 | $3,282+22.1% | $4,370-8.3% | $3,740+7.1% |
| Admin fee / account holder | $235 | $4,400-94.7% | $5,945-96.1% | $5,306-95.6% |