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 9-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 | $106,284 | $49,025+116.8% | $87,507+21.5% | $62,891+69.0% |
| Participation rate | 78.4% | 64.9%+13.5pp | 73.8%+4.5pp | 69.3%+9.1pp |
| Annual return | 102.76% | 10.02%+92.7pp | 12.21%+90.6pp | 20.14%+82.6pp |
| Employer contribution / active EE | $676 | $1,372-50.7% | $2,550-73.5% | $2,281-70.3% |
| Participant deferral / active EE | $1,486 | $2,289-35.1% | $3,149-52.8% | $3,203-53.6% |
| Admin fee / account holder | $32 | $4,065-99.2% | $4,221-99.3% | $4,296-99.3% |