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 | $89,753+40.4% | $107,525+17.2% | $84,808+48.6% |
| Participation rate | 88.9% | 68.1%+20.8pp | 75.1%+13.8pp | 68.3%+20.6pp |
| Annual return | 16.98% | 29.48%-12.5pp | 181.32%-164.3pp | 40.90%-23.9pp |
| Employer contribution / active EE | $2,437 | $3,113-21.7% | $3,754-35.1% | $2,631-7.4% |
| Participant deferral / active EE | $5,853 | $4,056+44.3% | $5,116+14.4% | $4,212+39.0% |
| Admin fee / account holder | $190 | $7,222-97.4% | $8,919-97.9% | $7,344-97.4% |