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 | $108,573 | $97,125+11.8% | $86,233+25.9% | $137,256-20.9% |
| Participation rate | 93.3% | 74.2%+19.1pp | 69.0%+24.3pp | 80.0%+13.4pp |
| Annual return | 11.28% | 74.19%-62.9pp | 61.39%-50.1pp | 220.34%-209.1pp |
| Employer contribution / active EE | $3,053 | $2,841+7.5% | $2,504+21.9% | $4,156-26.5% |
| Participant deferral / active EE | $5,418 | $5,180+4.6% | $4,559+18.8% | $6,407-15.4% |
| Admin fee / account holder | $25 | $9,725-99.7% | $8,342-99.7% | $12,270-99.8% |