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 | $103,467 | $67,606+53.0% | $82,313+25.7% | $70,131+47.5% |
| Participation rate | 88.9% | 72.8%+16.1pp | 76.9%+12.0pp | 69.5%+19.3pp |
| Annual return | 12.99% | 21.57%-8.6pp | 25.88%-12.9pp | 73.14%-60.1pp |
| Employer contribution / active EE | $3,197 | $1,755+82.2% | $2,428+31.6% | $2,342+36.5% |
| Participant deferral / active EE | $7,299 | $2,987+144.4% | $3,706+96.9% | $3,332+119.1% |
| Admin fee / account holder | $257 | $4,512-94.3% | $5,608-95.4% | $4,645-94.5% |