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 | $89,058 | $106,749-16.6% | $145,433-38.8% | $82,448+8.0% |
| Participation rate | 88.2% | 75.6%+12.6pp | 82.1%+6.1pp | 68.1%+20.2pp |
| Annual return | 28.13% | 27.59%+0.5pp | 66.58%-38.4pp | 41.64%-13.5pp |
| Employer contribution / active EE | $5,756 | $3,444+67.1% | $4,554+26.4% | $2,551+125.7% |
| Participant deferral / active EE | $8,078 | $6,519+23.9% | $7,897+2.3% | $4,139+95.2% |
| Admin fee / account holder | $251 | $8,390-97.0% | $13,129-98.1% | $7,234-96.5% |