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 | $131,317 | $77,634+69.1% | $156,549-16.1% | $62,891+108.8% |
| Participation rate | 76.1% | 71.2%+4.9pp | 84.0%-7.9pp | 69.3%+6.8pp |
| Annual return | 9.60% | 50.32%-40.7pp | 32.23%-22.6pp | 20.14%-10.5pp |
| Employer contribution / active EE | $4,604 | $3,444+33.7% | $5,501-16.3% | $2,281+101.9% |
| Participant deferral / active EE | $8,654 | $3,045+184.2% | $4,871+77.7% | $3,203+170.2% |
| Admin fee / account holder | $22 | $5,561-99.6% | $13,027-99.8% | $4,296-99.5% |