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 | $155,659 | $124,281+25.2% | $109,143+42.6% | $167,490-7.1% |
| Participation rate | 83.3% | 79.4%+3.9pp | 75.9%+7.5pp | 82.1%+1.2pp |
| Annual return | 10.22% | 26.04%-15.8pp | 25.75%-15.5pp | 478.56%-468.3pp |
| Employer contribution / active EE | $8,631 | $4,207+105.1% | $3,722+131.9% | $4,837+78.4% |
| Participant deferral / active EE | $11,885 | $5,255+126.2% | $4,653+155.4% | $6,341+87.4% |
| Admin fee / account holder | $23 | $7,970-99.7% | $6,752-99.7% | $12,309-99.8% |