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 | $215,029 | $85,022+152.9% | $70,515+204.9% | $139,434+54.2% |
| Participation rate | 94.1% | 73.9%+20.2pp | 68.3%+25.8pp | 80.3%+13.8pp |
| Annual return | 19.27% | 30.38%-11.1pp | 32.77%-13.5pp | 372.94%-353.7pp |
| Employer contribution / active EE | $3,074 | $3,909-21.4% | $2,973+3.4% | $4,751-35.3% |
| Participant deferral / active EE | $8,369 | $5,890+42.1% | $4,567+83.2% | $6,710+24.7% |
| Admin fee / account holder | $159 | $8,906-98.2% | $6,412-97.5% | $11,403-98.6% |