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 | $152,423 | $76,552+99.1% | $123,892+23.0% | $62,891+142.4% |
| Participation rate | 93.9% | 73.0%+21.0pp | 81.4%+12.5pp | 69.3%+24.6pp |
| Annual return | 9.06% | 18.68%-9.6pp | 47.52%-38.5pp | 20.14%-11.1pp |
| Employer contribution / active EE | $11,509 | $2,883+299.3% | $4,617+149.3% | $2,281+404.6% |
| Participant deferral / active EE | $17,257 | $4,840+256.6% | $5,984+188.4% | $3,203+438.8% |
| Admin fee / account holder | $102 | $4,826-97.9% | $8,357-98.8% | $4,296-97.6% |