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 | $125,436 | $93,571+34.1% | $135,903-7.7% | $75,163+66.9% |
| Participation rate | 74.2% | 75.2%-1.0pp | 81.9%-7.7pp | 67.2%+7.0pp |
| Annual return | 23.43% | 30.90%-7.5pp | 68.23%-44.8pp | 160.62%-137.2pp |
| Employer contribution / active EE | $5,886 | $3,537+66.4% | $4,856+21.2% | $2,670+120.5% |
| Participant deferral / active EE | $10,356 | $6,404+61.7% | $7,758+33.5% | $4,125+151.0% |
| Admin fee / account holder | $146 | $6,975-97.9% | $10,762-98.6% | $5,651-97.4% |