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 | $85,622 | $67,606+26.6% | $82,313+4.0% | $70,131+22.1% |
| Participation rate | 96.2% | 72.8%+23.4pp | 76.9%+19.3pp | 69.5%+26.6pp |
| Annual return | 17.00% | 21.57%-4.6pp | 25.88%-8.9pp | 73.14%-56.1pp |
| Employer contribution / active EE | $4,831 | $1,755+175.3% | $2,428+98.9% | $2,342+106.2% |
| Participant deferral / active EE | $6,386 | $2,987+113.8% | $3,706+72.3% | $3,332+91.7% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |