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 | $158,464 | $81,460+94.5% | $103,333+53.4% | $80,856+96.0% |
| Participation rate | 94.2% | 66.8%+27.4pp | 74.5%+19.7pp | 67.6%+26.6pp |
| Annual return | 12.26% | 25.55%-13.3pp | 24.88%-12.6pp | 35.59%-23.3pp |
| Employer contribution / active EE | $20,444 | $3,105+558.4% | $3,868+428.6% | $2,755+642.1% |
| Participant deferral / active EE | $5,289 | $3,869+36.7% | $5,057+4.6% | $4,296+23.1% |
| Admin fee / account holder | $0 | $6,566-100.0% | $8,355-100.0% | $6,918-100.0% |