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 | $133,947 | $80,717+65.9% | $154,803-13.5% | $84,808+57.9% |
| Participation rate | 80.5% | 66.8%+13.7pp | 78.1%+2.4pp | 68.3%+12.2pp |
| Annual return | 14.39% | 37.96%-23.6pp | 58.88%-44.5pp | 40.90%-26.5pp |
| Employer contribution / active EE | $3,139 | $2,761+13.7% | $4,305-27.1% | $2,631+19.3% |
| Participant deferral / active EE | $7,055 | $3,303+113.6% | $5,540+27.3% | $4,212+67.5% |
| Admin fee / account holder | $290 | $6,746-95.7% | $14,329-98.0% | $7,344-96.1% |