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 | $157,388 | $109,881+43.2% | $150,045+4.9% | $84,808+85.6% |
| Participation rate | 95.1% | 76.1%+19.0pp | 82.3%+12.8pp | 68.3%+26.8pp |
| Annual return | 16.93% | 28.25%-11.3pp | 62.55%-45.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $3,133 | $3,561-12.0% | $4,693-33.2% | $2,631+19.1% |
| Participant deferral / active EE | $9,687 | $6,636+46.0% | $7,997+21.1% | $4,212+130.0% |
| Admin fee / account holder | $57 | $8,568-99.3% | $13,435-99.6% | $7,344-99.2% |