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 | $134,031 | $93,571+43.2% | $135,903-1.4% | $75,163+78.3% |
| Participation rate | 86.0% | 75.2%+10.8pp | 81.9%+4.1pp | 67.2%+18.8pp |
| Annual return | 16.92% | 30.90%-14.0pp | 68.23%-51.3pp | 160.62%-143.7pp |
| Employer contribution / active EE | $4,921 | $3,537+39.1% | $4,856+1.3% | $2,670+84.3% |
| Participant deferral / active EE | $5,590 | $6,404-12.7% | $7,758-27.9% | $4,125+35.5% |
| Admin fee / account holder | $183 | $6,975-97.4% | $10,762-98.3% | $5,651-96.8% |