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 | $158,155 | $103,376+53.0% | $87,100+81.6% | $152,861+3.5% |
| Participation rate | 91.7% | 79.3%+12.3pp | 76.9%+14.8pp | 82.4%+9.2pp |
| Annual return | 22.02% | 28.10%-6.1pp | 28.19%-6.2pp | 345.32%-323.3pp |
| Employer contribution / active EE | $895 | $3,220-72.2% | $2,521-64.5% | $4,762-81.2% |
| Participant deferral / active EE | $2,052 | $4,778-57.1% | $4,049-49.3% | $5,850-64.9% |
| Admin fee / account holder | $92 | $12,205-99.2% | $7,497-98.8% | $11,596-99.2% |