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 | $169,671 | $80,717+110.2% | $154,803+9.6% | $84,808+100.1% |
| Participation rate | 78.4% | 66.8%+11.6pp | 78.1%+0.3pp | 68.3%+10.1pp |
| Annual return | 18.18% | 37.96%-19.8pp | 58.88%-40.7pp | 40.90%-22.7pp |
| Employer contribution / active EE | $10,245 | $2,761+271.0% | $4,305+138.0% | $2,631+289.4% |
| Participant deferral / active EE | $5,981 | $3,303+81.1% | $5,540+8.0% | $4,212+42.0% |
| Admin fee / account holder | $164 | $6,746-97.6% | $14,329-98.9% | $7,344-97.8% |