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 | $105,269 | $67,606+55.7% | $82,313+27.9% | $70,131+50.1% |
| Participation rate | 98.0% | 72.8%+25.2pp | 76.9%+21.1pp | 69.5%+28.5pp |
| Annual return | 14.11% | 21.57%-7.5pp | 25.88%-11.8pp | 73.14%-59.0pp |
| Employer contribution / active EE | $1,174 | $1,755-33.1% | $2,428-51.7% | $2,342-49.9% |
| Participant deferral / active EE | $3,906 | $2,987+30.8% | $3,706+5.4% | $3,332+17.2% |
| Admin fee / account holder | $26 | $4,512-99.4% | $5,608-99.5% | $4,645-99.4% |