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 | $97,599 | $76,552+27.5% | $123,892-21.2% | $62,891+55.2% |
| Participation rate | 96.7% | 73.0%+23.7pp | 81.4%+15.3pp | 69.3%+27.4pp |
| Annual return | 19.07% | 18.68%+0.4pp | 47.52%-28.4pp | 20.14%-1.1pp |
| Employer contribution / active EE | $13,331 | $2,883+362.5% | $4,617+188.8% | $2,281+484.5% |
| Participant deferral / active EE | $12,394 | $4,840+156.1% | $5,984+107.1% | $3,203+287.0% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |