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 | $98,713 | $48,076+105.3% | $78,689+25.4% | $62,891+57.0% |
| Participation rate | 93.6% | 65.2%+28.4pp | 73.6%+20.1pp | 69.3%+24.3pp |
| Annual return | 8.23% | 31.35%-23.1pp | 62.18%-53.9pp | 20.14%-11.9pp |
| Employer contribution / active EE | $4,626 | $2,015+129.6% | $2,851+62.3% | $2,281+102.8% |
| Participant deferral / active EE | $7,042 | $2,588+172.1% | $3,517+100.2% | $3,203+119.9% |
| Admin fee / account holder | $0 | $3,207-100.0% | $4,510-100.0% | $4,296-100.0% |