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 | $93,576 | $98,750-5.2% | $149,696-37.5% | $79,858+17.2% |
| Participation rate | 93.9% | 75.8%+18.2pp | 82.5%+11.5pp | 69.6%+24.3pp |
| Annual return | 15.74% | 27.43%-11.7pp | 276.60%-260.9pp | 31.71%-16.0pp |
| Employer contribution / active EE | $4,012 | $3,216+24.7% | $4,644-13.6% | $2,471+62.4% |
| Participant deferral / active EE | $5,534 | $5,680-2.6% | $6,842-19.1% | $3,740+48.0% |
| Admin fee / account holder | $191 | $6,053-96.8% | $9,309-97.9% | $5,306-96.4% |