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 | $132,124 | $77,899+69.6% | $149,673-11.7% | $75,163+75.8% |
| Participation rate | 73.6% | 65.6%+8.0pp | 78.8%-5.2pp | 67.2%+6.4pp |
| Annual return | 38.13% | 31.72%+6.4pp | 134.42%-96.3pp | 160.62%-122.5pp |
| Employer contribution / active EE | $4,042 | $3,137+28.8% | $4,818-16.1% | $2,670+51.4% |
| Participant deferral / active EE | $2,832 | $3,411-17.0% | $5,680-50.1% | $4,125-31.4% |
| Admin fee / account holder | $287 | $5,956-95.2% | $13,210-97.8% | $5,651-94.9% |