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 | $67,337 | $85,766-21.5% | $136,294-50.6% | $70,131-4.0% |
| Participation rate | 93.3% | 74.2%+19.2pp | 81.9%+11.4pp | 69.5%+23.8pp |
| Annual return | 34.93% | 31.45%+3.5pp | 5155.94%-5121.0pp | 73.14%-38.2pp |
| Employer contribution / active EE | $4,283 | $2,966+44.4% | $4,695-8.8% | $2,342+82.8% |
| Participant deferral / active EE | $8,130 | $5,051+60.9% | $6,247+30.1% | $3,332+144.0% |
| Admin fee / account holder | $262 | $5,420-95.2% | $9,243-97.2% | $4,645-94.4% |