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 | $102,776 | $77,634+32.4% | $156,549-34.3% | $62,891+63.4% |
| Participation rate | 90.0% | 71.2%+18.8pp | 84.0%+6.0pp | 69.3%+20.7pp |
| Annual return | 5.06% | 50.32%-45.3pp | 32.23%-27.2pp | 20.14%-15.1pp |
| Employer contribution / active EE | $5,865 | $3,444+70.3% | $5,501+6.6% | $2,281+157.2% |
| Participant deferral / active EE | $1,771 | $3,045-41.9% | $4,871-63.6% | $3,203-44.7% |
| Admin fee / account holder | $89 | $5,561-98.4% | $13,027-99.3% | $4,296-97.9% |