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 | $84,577 | $91,190-7.3% | $178,490-52.6% | $79,858+5.9% |
| Participation rate | 88.5% | 69.2%+19.3pp | 81.9%+6.5pp | 69.6%+18.8pp |
| Annual return | 11.89% | 24.19%-12.3pp | 151.07%-139.2pp | 31.71%-19.8pp |
| Employer contribution / active EE | $4,935 | $3,256+51.6% | $5,011-1.5% | $2,471+99.7% |
| Participant deferral / active EE | $4,074 | $3,236+25.9% | $5,202-21.7% | $3,740+8.9% |
| Admin fee / account holder | $273 | $6,751-96.0% | $13,984-98.0% | $5,306-94.8% |