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 | $79,362 | $48,046+65.2% | $84,611-6.2% | $72,985+8.7% |
| Participation rate | 92.9% | 57.6%+35.3pp | 68.2%+24.6pp | 69.5%+23.4pp |
| Annual return | 21.42% | 37.38%-16.0pp | 258.74%-237.3pp | 81.00%-59.6pp |
| Employer contribution / active EE | $2,332 | $1,602+45.6% | $2,652-12.1% | $2,440-4.4% |
| Participant deferral / active EE | $4,503 | $2,680+68.0% | $3,899+15.5% | $3,607+24.8% |
| Admin fee / account holder | $249 | $3,395-92.7% | $4,912-94.9% | $5,124-95.1% |