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 | $146,398 | $64,348+127.5% | $90,160+62.4% | $70,131+108.8% |
| Participation rate | 95.5% | 70.4%+25.1pp | 76.9%+18.6pp | 69.5%+26.0pp |
| Annual return | 21.75% | 28.13%-6.4pp | 34.88%-13.1pp | 73.14%-51.4pp |
| Employer contribution / active EE | $2,983 | $2,046+45.8% | $3,318-10.1% | $2,342+27.4% |
| Participant deferral / active EE | $6,256 | $4,389+42.6% | $5,288+18.3% | $3,332+87.8% |
| Admin fee / account holder | $293 | $3,944-92.6% | $5,943-95.1% | $4,645-93.7% |