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 | $25,779 | $135,952-81.0% | $123,892-79.2% | $273,961-90.6% |
| Participation rate | 90.9% | 84.1%+6.8pp | 81.4%+9.5pp | 83.0%+7.9pp |
| Annual return | 187.42% | 56.63%+130.8pp | 47.52%+139.9pp | 41.45%+146.0pp |
| Employer contribution / active EE | $5,571 | $5,170+7.8% | $4,617+20.7% | $4,869+14.4% |
| Participant deferral / active EE | $6,529 | $6,343+2.9% | $5,984+9.1% | $5,287+23.5% |
| Admin fee / account holder | $43 | $9,817-99.6% | $8,357-99.5% | $10,132-99.6% |