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 | $89,937 | $72,492+24.1% | $87,100+3.3% | $72,985+23.2% |
| Participation rate | 81.8% | 72.8%+9.0pp | 76.9%+4.9pp | 69.5%+12.3pp |
| Annual return | 23.92% | 24.46%-0.5pp | 28.19%-4.3pp | 81.00%-57.1pp |
| Employer contribution / active EE | $3,387 | $1,894+78.9% | $2,521+34.3% | $2,440+38.8% |
| Participant deferral / active EE | $7,759 | $3,270+137.3% | $4,049+91.7% | $3,607+115.1% |
| Admin fee / account holder | $106 | $5,055-97.9% | $7,497-98.6% | $5,124-97.9% |