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 | $129,432 | $51,638+150.7% | $68,368+89.3% | $82,448+57.0% |
| Participation rate | 82.9% | 63.6%+19.3pp | 73.8%+9.2pp | 68.1%+14.9pp |
| Annual return | 20.72% | 37.53%-16.8pp | 292.57%-271.9pp | 41.64%-20.9pp |
| Employer contribution / active EE | $3,659 | $2,047+78.8% | $2,649+38.1% | $2,551+43.4% |
| Participant deferral / active EE | $1,509 | $2,914-48.2% | $4,123-63.4% | $4,139-63.5% |
| Admin fee / account holder | $88 | $4,643-98.1% | $5,150-98.3% | $7,234-98.8% |