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 | $177,894 | $109,881+61.9% | $150,045+18.6% | $84,808+109.8% |
| Participation rate | 72.4% | 76.1%-3.7pp | 82.3%-9.9pp | 68.3%+4.1pp |
| Annual return | 17.50% | 28.25%-10.7pp | 62.55%-45.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $2,430 | $3,561-31.8% | $4,693-48.2% | $2,631-7.6% |
| Participant deferral / active EE | $6,398 | $6,636-3.6% | $7,997-20.0% | $4,212+51.9% |
| Admin fee / account holder | $241 | $8,568-97.2% | $13,435-98.2% | $7,344-96.7% |