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 | $121,560 | $72,277+68.2% | $101,248+20.1% | $79,858+52.2% |
| Participation rate | 75.0% | 68.5%+6.5pp | 75.8%-0.8pp | 69.6%+5.4pp |
| Annual return | 17.43% | 22.30%-4.9pp | 46.47%-29.0pp | 31.71%-14.3pp |
| Employer contribution / active EE | $2,505 | $2,692-6.9% | $3,660-31.5% | $2,471+1.4% |
| Participant deferral / active EE | $5,132 | $3,282+56.4% | $4,370+17.4% | $3,740+37.2% |
| Admin fee / account holder | $0 | $4,400-100.0% | $5,945-100.0% | $5,306-100.0% |