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 5-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 | $91,298 | $76,552+19.3% | $123,892-26.3% | $62,891+45.2% |
| Participation rate | 84.0% | 73.0%+11.0pp | 81.4%+2.6pp | 69.3%+14.7pp |
| Annual return | 76.11% | 18.68%+57.4pp | 47.52%+28.6pp | 20.14%+56.0pp |
| Employer contribution / active EE | $4,201 | $2,883+45.7% | $4,617-9.0% | $2,281+84.2% |
| Participant deferral / active EE | $7,789 | $4,840+60.9% | $5,984+30.2% | $3,203+143.2% |
| Admin fee / account holder | $39 | $4,826-99.2% | $8,357-99.5% | $4,296-99.1% |