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 | $135,818 | $80,717+68.3% | $154,803-12.3% | $84,808+60.1% |
| Participation rate | 81.5% | 66.8%+14.7pp | 78.1%+3.5pp | 68.3%+13.2pp |
| Annual return | 20.07% | 37.96%-17.9pp | 58.88%-38.8pp | 40.90%-20.8pp |
| Employer contribution / active EE | $1,894 | $2,761-31.4% | $4,305-56.0% | $2,631-28.0% |
| Participant deferral / active EE | $3,450 | $3,303+4.5% | $5,540-37.7% | $4,212-18.1% |
| Admin fee / account holder | $249 | $6,746-96.3% | $14,329-98.3% | $7,344-96.6% |