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 | $133,697 | $77,899+71.6% | $149,673-10.7% | $75,163+77.9% |
| Participation rate | 88.9% | 65.6%+23.3pp | 78.8%+10.1pp | 67.2%+21.7pp |
| Annual return | 16.67% | 31.72%-15.0pp | 134.42%-117.7pp | 160.62%-143.9pp |
| Employer contribution / active EE | $1,761 | $3,137-43.9% | $4,818-63.5% | $2,670-34.1% |
| Participant deferral / active EE | $4,876 | $3,411+42.9% | $5,680-14.2% | $4,125+18.2% |
| Admin fee / account holder | $13 | $5,956-99.8% | $13,210-99.9% | $5,651-99.8% |