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 | $118,433 | $80,968+46.3% | $96,544+22.7% | $75,163+57.6% |
| Participation rate | 93.5% | 71.8%+21.8pp | 76.0%+17.6pp | 67.2%+26.4pp |
| Annual return | 16.64% | 27.06%-10.4pp | 25.84%-9.2pp | 160.62%-144.0pp |
| Employer contribution / active EE | $2,873 | $2,282+25.9% | $2,965-3.1% | $2,670+7.6% |
| Participant deferral / active EE | $7,596 | $3,928+93.4% | $4,851+56.6% | $4,125+84.1% |
| Admin fee / account holder | $267 | $6,724-96.0% | $8,252-96.8% | $5,651-95.3% |