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 | $151,317 | $97,044+55.9% | $83,333+81.6% | $135,375+11.8% |
| Participation rate | 87.5% | 80.4%+7.1pp | 77.8%+9.7pp | 82.6%+4.9pp |
| Annual return | 16.80% | 12.31%+4.5pp | 10.63%+6.2pp | 519.73%-502.9pp |
| Employer contribution / active EE | $7,856 | $4,143+89.6% | $3,379+132.5% | $4,779+64.4% |
| Participant deferral / active EE | $16,569 | $5,964+177.8% | $5,565+197.7% | $5,609+195.4% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |