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 | $156,321 | $69,977+123.4% | $108,579+44.0% | $62,891+148.6% |
| Participation rate | 92.7% | 72.9%+19.8pp | 79.6%+13.1pp | 69.3%+23.4pp |
| Annual return | 10.29% | 10.73%-0.4pp | -51.70%+62.0pp | 20.14%-9.9pp |
| Employer contribution / active EE | $1,737 | $2,135-18.6% | $3,758-53.8% | $2,281-23.9% |
| Participant deferral / active EE | $3,382 | $3,165+6.9% | $4,311-21.5% | $3,203+5.6% |
| Admin fee / account holder | $0 | $5,076-100.0% | $7,645-100.0% | $4,296-100.0% |