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 | $126,018 | $88,672+42.1% | $105,223+19.8% | $82,448+52.8% |
| Participation rate | 88.9% | 67.9%+21.0pp | 75.0%+13.8pp | 68.1%+20.8pp |
| Annual return | 16.98% | 30.86%-13.9pp | 180.65%-163.7pp | 41.64%-24.7pp |
| Employer contribution / active EE | $2,437 | $3,048-20.0% | $3,689-33.9% | $2,551-4.4% |
| Participant deferral / active EE | $5,853 | $4,036+45.0% | $5,072+15.4% | $4,139+41.4% |
| Admin fee / account holder | $190 | $7,146-97.3% | $8,859-97.9% | $7,234-97.4% |