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 | $116,657 | $67,411+73.1% | $91,001+28.2% | $70,131+66.3% |
| Participation rate | 97.7% | 71.4%+26.4pp | 75.6%+22.1pp | 69.5%+28.2pp |
| Annual return | 16.44% | -40.16%+56.6pp | 4.60%+11.8pp | 73.14%-56.7pp |
| Employer contribution / active EE | $7,204 | $1,786+303.3% | $2,456+193.4% | $2,342+207.5% |
| Participant deferral / active EE | $10,603 | $2,823+275.6% | $3,547+198.9% | $3,332+218.3% |
| Admin fee / account holder | $150 | $4,236-96.5% | $5,417-97.2% | $4,645-96.8% |