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 | $91,844 | $62,573+46.8% | $85,682+7.2% | $85,850+7.0% |
| Participation rate | 94.1% | 61.1%+33.0pp | 69.9%+24.3pp | 69.3%+24.8pp |
| Annual return | 15.65% | 23.77%-8.1pp | 21.49%-5.8pp | 318.53%-302.9pp |
| Employer contribution / active EE | $2,797 | $1,757+59.2% | $2,618+6.8% | $2,565+9.1% |
| Participant deferral / active EE | $7,610 | $2,802+171.5% | $3,923+94.0% | $3,952+92.6% |
| Admin fee / account holder | $222 | $4,640-95.2% | $6,873-96.8% | $6,260-96.4% |