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 | $235,665 | $123,793+90.4% | $177,821+32.5% | $79,858+195.1% |
| Participation rate | 96.4% | 84.7%+11.8pp | 87.7%+8.7pp | 69.6%+26.8pp |
| Annual return | 11.34% | 22.82%-11.5pp | 48.32%-37.0pp | 31.71%-20.4pp |
| Employer contribution / active EE | $5,679 | $4,095+38.7% | $5,918-4.1% | $2,471+129.8% |
| Participant deferral / active EE | $10,385 | $5,956+74.3% | $7,714+34.6% | $3,740+177.7% |
| Admin fee / account holder | $3 | $7,243-100.0% | $12,427-100.0% | $5,306-99.9% |