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 | $96,840 | $83,477+16.0% | $125,175-22.6% | $72,985+32.7% |
| Participation rate | 87.3% | 73.3%+14.0pp | 79.8%+7.5pp | 69.5%+17.8pp |
| Annual return | 37.16% | 25.78%+11.4pp | 43.79%-6.6pp | 81.00%-43.8pp |
| Employer contribution / active EE | $2,486 | $2,345+6.0% | $3,865-35.7% | $2,440+1.9% |
| Participant deferral / active EE | $5,208 | $3,585+45.3% | $4,937+5.5% | $3,607+44.4% |
| Admin fee / account holder | $9 | $5,517-99.8% | $9,702-99.9% | $5,124-99.8% |