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 | $212,730 | $181,894+17.0% | $156,549+35.9% | $273,961-22.4% |
| Participation rate | 92.3% | 88.4%+3.9pp | 84.0%+8.3pp | 83.0%+9.3pp |
| Annual return | 7.71% | 30.74%-23.0pp | 32.23%-24.5pp | 41.45%-33.7pp |
| Employer contribution / active EE | $7,783 | $6,248+24.6% | $5,501+41.5% | $4,869+59.9% |
| Participant deferral / active EE | $3,762 | $5,550-32.2% | $4,871-22.8% | $5,287-28.8% |
| Admin fee / account holder | $78 | $15,559-99.5% | $13,027-99.4% | $10,132-99.2% |