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 | $149,931 | $104,251+43.8% | $91,001+64.8% | $147,584+1.6% |
| Participation rate | 87.5% | 78.2%+9.3pp | 75.6%+11.9pp | 82.8%+4.7pp |
| Annual return | 15.57% | 27.06%-11.5pp | 4.60%+11.0pp | 578.55%-563.0pp |
| Employer contribution / active EE | $4,182 | $3,116+34.2% | $2,456+70.3% | $4,876-14.2% |
| Participant deferral / active EE | $6,284 | $4,195+49.8% | $3,547+77.1% | $5,439+15.5% |
| Admin fee / account holder | $23 | $8,948-99.7% | $5,417-99.6% | $10,885-99.8% |