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 | $80,338 | $98,750-18.6% | $149,696-46.3% | $79,858+0.6% |
| Participation rate | 86.7% | 75.8%+10.9pp | 82.5%+4.2pp | 69.6%+17.0pp |
| Annual return | 58.57% | 27.43%+31.1pp | 276.60%-218.0pp | 31.71%+26.9pp |
| Employer contribution / active EE | $5,856 | $3,216+82.1% | $4,644+26.1% | $2,471+137.0% |
| Participant deferral / active EE | $13,197 | $5,680+132.3% | $6,842+92.9% | $3,740+252.8% |
| Admin fee / account holder | $110 | $6,053-98.2% | $9,309-98.8% | $5,306-97.9% |