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 | $129,296 | $78,422+64.9% | $95,952+34.8% | $79,858+61.9% |
| Participation rate | 91.9% | 73.5%+18.4pp | 77.1%+14.8pp | 69.6%+22.3pp |
| Annual return | 13.93% | 19.37%-5.4pp | 91.61%-77.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $4,195 | $1,945+115.7% | $2,541+65.1% | $2,471+69.8% |
| Participant deferral / active EE | $1,608 | $3,440-53.2% | $4,167-61.4% | $3,740-57.0% |
| Admin fee / account holder | $182 | $5,622-96.8% | $6,795-97.3% | $5,306-96.6% |