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 5-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 | $92,390 | $109,881-15.9% | $150,045-38.4% | $84,808+8.9% |
| Participation rate | 76.9% | 76.1%+0.8pp | 82.3%-5.4pp | 68.3%+8.6pp |
| Annual return | 30.18% | 28.25%+1.9pp | 62.55%-32.4pp | 40.90%-10.7pp |
| Employer contribution / active EE | $4,059 | $3,561+14.0% | $4,693-13.5% | $2,631+54.3% |
| Participant deferral / active EE | $10,347 | $6,636+55.9% | $7,997+29.4% | $4,212+145.7% |
| Admin fee / account holder | $81 | $8,568-99.1% | $13,435-99.4% | $7,344-98.9% |