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 | $155,420 | $67,411+130.6% | $91,001+70.8% | $70,131+121.6% |
| Participation rate | 91.7% | 71.4%+20.3pp | 75.6%+16.1pp | 69.5%+22.1pp |
| Annual return | 17.35% | -40.16%+57.5pp | 4.60%+12.7pp | 73.14%-55.8pp |
| Employer contribution / active EE | $4,590 | $1,786+157.0% | $2,456+86.9% | $2,342+96.0% |
| Participant deferral / active EE | $3,467 | $2,823+22.8% | $3,547-2.3% | $3,332+4.1% |
| Admin fee / account holder | $36 | $4,236-99.2% | $5,417-99.3% | $4,645-99.2% |