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 | $117,762 | $74,927+57.2% | $101,794+15.7% | $84,808+38.9% |
| Participation rate | 72.7% | 61.4%+11.3pp | 69.2%+3.5pp | 68.3%+4.4pp |
| Annual return | 17.13% | 18.70%-1.6pp | 30.53%-13.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,859 | $1,522+22.2% | $2,289-18.8% | $2,631-29.3% |
| Participant deferral / active EE | $4,129 | $3,099+33.2% | $4,084+1.1% | $4,212-2.0% |
| Admin fee / account holder | $14 | $6,514-99.8% | $8,777-99.8% | $7,344-99.8% |