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 | $130,728 | $91,552+42.8% | $133,956-2.4% | $79,858+63.7% |
| Participation rate | 90.7% | 73.3%+17.4pp | 79.8%+10.9pp | 69.6%+21.1pp |
| Annual return | 18.34% | 61.85%-43.5pp | 45.09%-26.8pp | 31.71%-13.4pp |
| Employer contribution / active EE | $4,700 | $2,384+97.2% | $3,919+19.9% | $2,471+90.2% |
| Participant deferral / active EE | $8,479 | $3,733+127.1% | $5,048+68.0% | $3,740+126.7% |
| Admin fee / account holder | $100 | $6,321-98.4% | $8,927-98.9% | $5,306-98.1% |