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 7-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 | $92,231 | $89,355+3.2% | $141,162-34.7% | $72,985+26.4% |
| Participation rate | 93.5% | 75.1%+18.4pp | 82.5%+11.1pp | 69.5%+24.1pp |
| Annual return | 19.88% | 111.85%-92.0pp | 71.39%-51.5pp | 81.00%-61.1pp |
| Employer contribution / active EE | $1,157 | $3,114-62.9% | $4,735-75.6% | $2,440-52.6% |
| Participant deferral / active EE | $3,520 | $5,418-35.0% | $6,709-47.5% | $3,607-2.4% |
| Admin fee / account holder | $192 | $5,958-96.8% | $10,261-98.1% | $5,124-96.3% |