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 | $167,082 | $138,347+20.8% | $184,203-9.3% | $80,856+106.6% |
| Participation rate | 87.5% | 83.9%+3.6pp | 86.8%+0.7pp | 67.6%+19.9pp |
| Annual return | 21.88% | 20.02%+1.9pp | 28.81%-6.9pp | 35.59%-13.7pp |
| Employer contribution / active EE | $9,733 | $4,850+100.7% | $6,427+51.4% | $2,755+253.3% |
| Participant deferral / active EE | $19,115 | $7,071+170.3% | $9,131+109.3% | $4,296+345.0% |
| Admin fee / account holder | $144 | $10,483-98.6% | $13,901-99.0% | $6,918-97.9% |