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 | $91,766 | $91,190+0.6% | $178,490-48.6% | $79,858+14.9% |
| Participation rate | 96.9% | 69.2%+27.7pp | 81.9%+15.0pp | 69.6%+27.2pp |
| Annual return | 18.11% | 24.19%-6.1pp | 151.07%-133.0pp | 31.71%-13.6pp |
| Employer contribution / active EE | $5,801 | $3,256+78.2% | $5,011+15.8% | $2,471+134.8% |
| Participant deferral / active EE | $4,142 | $3,236+28.0% | $5,202-20.4% | $3,740+10.7% |
| Admin fee / account holder | $201 | $6,751-97.0% | $13,984-98.6% | $5,306-96.2% |