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 | $125,287 | $84,233+48.7% | $170,442-26.5% | $70,131+78.6% |
| Participation rate | 96.7% | 70.8%+25.8pp | 83.6%+13.1pp | 69.5%+27.1pp |
| Annual return | 14.59% | 23.06%-8.5pp | 205.93%-191.3pp | 73.14%-58.5pp |
| Employer contribution / active EE | $2,004 | $3,387-40.8% | $5,433-63.1% | $2,342-14.4% |
| Participant deferral / active EE | $3,931 | $3,086+27.4% | $4,939-20.4% | $3,332+18.0% |
| Admin fee / account holder | $109 | $5,698-98.1% | $13,880-99.2% | $4,645-97.6% |