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 | $128,515 | $52,836+143.2% | $105,738+21.5% | $64,186+100.2% |
| Participation rate | 92.3% | 66.5%+25.8pp | 76.3%+16.0pp | 69.6%+22.7pp |
| Annual return | -4.57% | 14.30%-18.9pp | 6.27%-10.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $3,283 | $1,827+79.7% | $3,268+0.5% | $2,381+37.9% |
| Participant deferral / active EE | $6,925 | $2,545+172.1% | $4,080+69.7% | $3,470+99.6% |
| Admin fee / account holder | $145 | $3,959-96.3% | $6,913-97.9% | $4,888-97.0% |