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 | $87,967 | $57,016+54.3% | $84,966+3.5% | $80,856+8.8% |
| Participation rate | 97.5% | 56.3%+41.2pp | 67.5%+30.0pp | 67.6%+29.9pp |
| Annual return | 11.15% | 21.66%-10.5pp | 66.38%-55.2pp | 35.59%-24.4pp |
| Employer contribution / active EE | $8,406 | $1,798+367.6% | $2,727+208.3% | $2,755+205.1% |
| Participant deferral / active EE | $3,967 | $3,110+27.6% | $4,519-12.2% | $4,296-7.7% |
| Admin fee / account holder | $152 | $4,980-96.9% | $6,149-97.5% | $6,918-97.8% |