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 | $88,842 | $85,766+3.6% | $136,294-34.8% | $70,131+26.7% |
| Participation rate | 95.2% | 74.2%+21.1pp | 81.9%+13.3pp | 69.5%+25.7pp |
| Annual return | 22.73% | 31.45%-8.7pp | 5155.94%-5133.2pp | 73.14%-50.4pp |
| Employer contribution / active EE | $5,682 | $2,966+91.6% | $4,695+21.0% | $2,342+142.6% |
| Participant deferral / active EE | $6,839 | $5,051+35.4% | $6,247+9.5% | $3,332+105.3% |
| Admin fee / account holder | $28 | $5,420-99.5% | $9,243-99.7% | $4,645-99.4% |