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 | $90,103 | $157,256-42.7% | $141,162-36.2% | $152,861-41.1% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 22.30% | 64.32%-42.0pp | 71.39%-49.1pp | 345.32%-323.0pp |
| Employer contribution / active EE | $6,945 | $5,261+32.0% | $4,735+46.7% | $4,762+45.8% |
| Participant deferral / active EE | $10,191 | $7,109+43.4% | $6,709+51.9% | $5,850+74.2% |
| Admin fee / account holder | $200 | $12,120-98.4% | $10,261-98.1% | $11,596-98.3% |