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 | $84,013 | $98,750-14.9% | $149,696-43.9% | $79,858+5.2% |
| Participation rate | 93.5% | 75.8%+17.8pp | 82.5%+11.1pp | 69.6%+23.9pp |
| Annual return | 20.17% | 27.43%-7.3pp | 276.60%-256.4pp | 31.71%-11.5pp |
| Employer contribution / active EE | $4,856 | $3,216+51.0% | $4,644+4.6% | $2,471+96.6% |
| Participant deferral / active EE | $5,162 | $5,680-9.1% | $6,842-24.5% | $3,740+38.0% |
| Admin fee / account holder | $100 | $6,053-98.3% | $9,309-98.9% | $5,306-98.1% |