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 | $106,571 | $78,422+35.9% | $95,952+11.1% | $79,858+33.5% |
| Participation rate | 94.8% | 73.5%+21.3pp | 77.1%+17.8pp | 69.6%+25.2pp |
| Annual return | 14.43% | 19.37%-4.9pp | 91.61%-77.2pp | 31.71%-17.3pp |
| Employer contribution / active EE | $3,920 | $1,945+101.6% | $2,541+54.3% | $2,471+58.7% |
| Participant deferral / active EE | $3,648 | $3,440+6.1% | $4,167-12.4% | $3,740-2.4% |
| Admin fee / account holder | $118 | $5,622-97.9% | $6,795-98.3% | $5,306-97.8% |