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 5-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 | $92,390 | $106,749-13.5% | $145,433-36.5% | $82,448+12.1% |
| Participation rate | 76.9% | 75.6%+1.3pp | 82.1%-5.2pp | 68.1%+8.9pp |
| Annual return | 30.18% | 27.59%+2.6pp | 66.58%-36.4pp | 41.64%-11.5pp |
| Employer contribution / active EE | $4,059 | $3,444+17.8% | $4,554-10.9% | $2,551+59.1% |
| Participant deferral / active EE | $10,347 | $6,519+58.7% | $7,897+31.0% | $4,139+150.0% |
| Admin fee / account holder | $81 | $8,390-99.0% | $13,129-99.4% | $7,234-98.9% |