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 | $96,183 | $91,552+5.1% | $133,956-28.2% | $79,858+20.4% |
| Participation rate | 85.7% | 73.3%+12.4pp | 79.8%+5.9pp | 69.6%+16.1pp |
| Annual return | 20.26% | 61.85%-41.6pp | 45.09%-24.8pp | 31.71%-11.5pp |
| Employer contribution / active EE | $3,252 | $2,384+36.4% | $3,919-17.0% | $2,471+31.6% |
| Participant deferral / active EE | $5,953 | $3,733+59.5% | $5,048+17.9% | $3,740+59.2% |
| Admin fee / account holder | $138 | $6,321-97.8% | $8,927-98.5% | $5,306-97.4% |