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 | $198,985 | $77,503+156.7% | $100,391+98.2% | $80,856+146.1% |
| Participation rate | 92.3% | 76.9%+15.4pp | 81.5%+10.8pp | 67.6%+24.7pp |
| Annual return | 36.44% | 37.20%-0.8pp | 49.20%-12.8pp | 35.59%+0.8pp |
| Employer contribution / active EE | $3,855 | $2,801+37.6% | $3,942-2.2% | $2,755+39.9% |
| Participant deferral / active EE | $6,975 | $6,820+2.3% | $8,082-13.7% | $4,296+62.4% |
| Admin fee / account holder | $0 | $5,897-100.0% | $7,899-100.0% | $6,918-100.0% |