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 | $180,332 | $69,518+159.4% | $59,878+201.2% | $135,375+33.2% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.7%+12.8pp | 82.6%+4.9pp |
| Annual return | 7.38% | 7.94%-0.6pp | 3.46%+3.9pp | 519.73%-512.4pp |
| Employer contribution / active EE | $3,546 | $3,235+9.6% | $2,722+30.3% | $4,779-25.8% |
| Participant deferral / active EE | $6,393 | $4,206+52.0% | $3,402+87.9% | $5,609+14.0% |
| Admin fee / account holder | $94 | $5,734-98.4% | $3,590-97.4% | $10,827-99.1% |