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 | $185,060 | $94,031+96.8% | $115,768+59.9% | $82,448+124.5% |
| Participation rate | 86.0% | 70.4%+15.6pp | 74.4%+11.7pp | 68.1%+18.0pp |
| Annual return | 13.62% | 20.61%-7.0pp | 100.46%-86.8pp | 41.64%-28.0pp |
| Employer contribution / active EE | $2,053 | $2,323-11.6% | $2,940-30.2% | $2,551-19.5% |
| Participant deferral / active EE | $4,159 | $3,972+4.7% | $4,917-15.4% | $4,139+0.5% |
| Admin fee / account holder | $81 | $10,249-99.2% | $12,439-99.3% | $7,234-98.9% |