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 | $78,385 | $81,233-3.5% | $155,567-49.6% | $80,874-3.1% |
| Participation rate | 83.9% | 66.2%+17.6pp | 78.2%+5.7pp | 67.6%+16.2pp |
| Annual return | 24.26% | 33.33%-9.1pp | 64.74%-40.5pp | 35.62%-11.4pp |
| Employer contribution / active EE | $4,467 | $3,101+44.1% | $4,674-4.4% | $2,756+62.1% |
| Participant deferral / active EE | $7,942 | $3,452+130.1% | $5,628+41.1% | $4,297+84.8% |
| Admin fee / account holder | $6 | $7,998-99.9% | $15,916-100.0% | $6,935-99.9% |