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 | $110,489 | $72,492+52.4% | $87,100+26.9% | $72,985+51.4% |
| Participation rate | 96.3% | 72.8%+23.5pp | 76.9%+19.4pp | 69.5%+26.8pp |
| Annual return | 21.62% | 24.46%-2.8pp | 28.19%-6.6pp | 81.00%-59.4pp |
| Employer contribution / active EE | $5,509 | $1,894+190.9% | $2,521+118.5% | $2,440+125.8% |
| Participant deferral / active EE | $7,316 | $3,270+123.8% | $4,049+80.7% | $3,607+102.8% |
| Admin fee / account holder | $150 | $5,055-97.0% | $7,497-98.0% | $5,124-97.1% |