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 | $126,251 | $58,512+115.8% | $84,015+50.3% | $72,985+73.0% |
| Participation rate | 80.4% | 61.2%+19.2pp | 69.0%+11.4pp | 69.5%+10.9pp |
| Annual return | 33.45% | 28.93%+4.5pp | 71.31%-37.9pp | 81.00%-47.5pp |
| Employer contribution / active EE | $2,372 | $1,163+103.9% | $1,983+19.6% | $2,440-2.8% |
| Participant deferral / active EE | $4,814 | $2,394+101.1% | $3,239+48.7% | $3,607+33.5% |
| Admin fee / account holder | $291 | $4,569-93.6% | $6,101-95.2% | $5,124-94.3% |