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 | $188,219 | $101,724+85.0% | $164,813+14.2% | $80,856+132.8% |
| Participation rate | 84.0% | 71.8%+12.2pp | 78.6%+5.4pp | 67.6%+16.4pp |
| Annual return | 16.63% | 16.72%-0.1pp | 69.93%-53.3pp | 35.59%-19.0pp |
| Employer contribution / active EE | $4,210 | $2,953+42.5% | $4,341-3.0% | $2,755+52.8% |
| Participant deferral / active EE | $8,769 | $4,477+95.9% | $6,031+45.4% | $4,296+104.1% |
| Admin fee / account holder | $273 | $8,227-96.7% | $12,690-97.9% | $6,918-96.1% |