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 | $134,926 | $89,753+50.3% | $107,525+25.5% | $84,808+59.1% |
| Participation rate | 75.0% | 68.1%+6.9pp | 75.1%-0.1pp | 68.3%+6.7pp |
| Annual return | 13.10% | 29.48%-16.4pp | 181.32%-168.2pp | 40.90%-27.8pp |
| Employer contribution / active EE | $2,602 | $3,113-16.4% | $3,754-30.7% | $2,631-1.1% |
| Participant deferral / active EE | $6,180 | $4,056+52.4% | $5,116+20.8% | $4,212+46.7% |
| Admin fee / account holder | $17 | $7,222-99.8% | $8,919-99.8% | $7,344-99.8% |