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 | $100,175 | $87,013+15.1% | $106,213-5.7% | $80,856+23.9% |
| Participation rate | 92.9% | 70.4%+22.4pp | 75.3%+17.6pp | 67.6%+25.2pp |
| Annual return | 14.47% | 17.05%-2.6pp | 116.14%-101.7pp | 35.59%-21.1pp |
| Employer contribution / active EE | $2,904 | $2,395+21.2% | $3,171-8.4% | $2,755+5.4% |
| Participant deferral / active EE | $4,956 | $3,986+24.3% | $5,016-1.2% | $4,296+15.4% |
| Admin fee / account holder | $196 | $8,431-97.7% | $11,033-98.2% | $6,918-97.2% |