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 | $133,180 | $109,359+21.8% | $162,163-17.9% | $72,985+82.5% |
| Participation rate | 92.1% | 84.3%+7.9pp | 87.6%+4.6pp | 69.5%+22.6pp |
| Annual return | 22.22% | 25.46%-3.2pp | 115.59%-93.4pp | 81.00%-58.8pp |
| Employer contribution / active EE | $3,623 | $3,907-7.3% | $5,614-35.5% | $2,440+48.5% |
| Participant deferral / active EE | $7,875 | $5,481+43.7% | $7,298+7.9% | $3,607+118.3% |
| Admin fee / account holder | $265 | $7,972-96.7% | $10,843-97.6% | $5,124-94.8% |