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 | $136,675 | $90,503+51.0% | $78,689+73.7% | $273,961-50.1% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 5.40% | 75.60%-70.2pp | 62.18%-56.8pp | 41.45%-36.1pp |
| Employer contribution / active EE | $17,463 | $3,176+449.9% | $2,851+512.6% | $4,869+258.7% |
| Participant deferral / active EE | $12,480 | $3,901+219.9% | $3,517+254.9% | $5,287+136.0% |
| Admin fee / account holder | $14 | $5,263-99.7% | $4,510-99.7% | $10,132-99.9% |