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 | $95,266 | $89,753+6.1% | $107,525-11.4% | $84,808+12.3% |
| Participation rate | 76.3% | 68.1%+8.3pp | 75.1%+1.2pp | 68.3%+8.0pp |
| Annual return | 20.67% | 29.48%-8.8pp | 181.32%-160.6pp | 40.90%-20.2pp |
| Employer contribution / active EE | $3,260 | $3,113+4.7% | $3,754-13.2% | $2,631+23.9% |
| Participant deferral / active EE | $7,305 | $4,056+80.1% | $5,116+42.8% | $4,212+73.5% |
| Admin fee / account holder | $3 | $7,222-100.0% | $8,919-100.0% | $7,344-100.0% |