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 | $216,330 | $86,929+148.9% | $102,423+111.2% | $80,856+167.5% |
| Participation rate | 77.4% | 72.4%+5.0pp | 76.5%+0.9pp | 67.6%+9.8pp |
| Annual return | 10.84% | 18.88%-8.0pp | 29.32%-18.5pp | 35.59%-24.8pp |
| Employer contribution / active EE | $3,404 | $2,369+43.7% | $3,023+12.6% | $2,755+23.6% |
| Participant deferral / active EE | $5,241 | $4,118+27.3% | $5,053+3.7% | $4,296+22.0% |
| Admin fee / account holder | $241 | $8,049-97.0% | $9,451-97.5% | $6,918-96.5% |