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 | $93,840 | $63,355+48.1% | $91,989+2.0% | $72,985+28.6% |
| Participation rate | 87.5% | 72.5%+15.0pp | 78.6%+8.9pp | 69.5%+18.0pp |
| Annual return | 29.02% | 35.35%-6.3pp | 69.02%-40.0pp | 81.00%-52.0pp |
| Employer contribution / active EE | $5,338 | $2,116+152.3% | $3,452+54.7% | $2,440+118.8% |
| Participant deferral / active EE | $8,204 | $4,883+68.0% | $5,923+38.5% | $3,607+127.4% |
| Admin fee / account holder | $8 | $4,668-99.8% | $7,743-99.9% | $5,124-99.8% |