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 | $139,730 | $82,523+69.3% | $115,752+20.7% | $70,131+99.2% |
| Participation rate | 96.2% | 74.0%+22.2pp | 77.8%+18.4pp | 69.5%+26.6pp |
| Annual return | 15.75% | 28.22%-12.5pp | 19.41%-3.7pp | 73.14%-57.4pp |
| Employer contribution / active EE | $4,730 | $2,758+71.5% | $3,492+35.4% | $2,342+101.9% |
| Participant deferral / active EE | $0 | $4,062-100.0% | $5,204-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $4,552-100.0% | $6,278-100.0% | $4,645-100.0% |