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 | $108,624 | $62,672+73.3% | $185,117-41.3% | $70,131+54.9% |
| Participation rate | 92.5% | 63.8%+28.7pp | 77.3%+15.2pp | 69.5%+23.0pp |
| Annual return | 14.26% | 40.79%-26.5pp | 40.50%-26.2pp | 73.14%-58.9pp |
| Employer contribution / active EE | $3,646 | $1,753+108.0% | $4,182-12.8% | $2,342+55.7% |
| Participant deferral / active EE | $4,215 | $3,272+28.8% | $5,045-16.5% | $3,332+26.5% |
| Admin fee / account holder | $196 | $3,932-95.0% | $8,159-97.6% | $4,645-95.8% |