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 | $141,387 | $89,355+58.2% | $141,162+0.2% | $72,985+93.7% |
| Participation rate | 88.5% | 75.1%+13.3pp | 82.5%+6.0pp | 69.5%+19.0pp |
| Annual return | 24.02% | 111.85%-87.8pp | 71.39%-47.4pp | 81.00%-57.0pp |
| Employer contribution / active EE | $5,398 | $3,114+73.3% | $4,735+14.0% | $2,440+121.3% |
| Participant deferral / active EE | $7,202 | $5,418+32.9% | $6,709+7.3% | $3,607+99.6% |
| Admin fee / account holder | $37 | $5,958-99.4% | $10,261-99.6% | $5,124-99.3% |