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 | $127,179 | $103,376+23.0% | $87,100+46.0% | $152,861-16.8% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.9%+8.8pp | 82.4%+3.3pp |
| Annual return | 22.69% | 28.10%-5.4pp | 28.19%-5.5pp | 345.32%-322.6pp |
| Employer contribution / active EE | $5,033 | $3,220+56.3% | $2,521+99.6% | $4,762+5.7% |
| Participant deferral / active EE | $9,590 | $4,778+100.7% | $4,049+136.9% | $5,850+63.9% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |