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 | $155,515 | $91,552+69.9% | $133,956+16.1% | $79,858+94.7% |
| Participation rate | 97.4% | 73.3%+24.1pp | 79.8%+17.6pp | 69.6%+27.8pp |
| Annual return | 18.90% | 61.85%-42.9pp | 45.09%-26.2pp | 31.71%-12.8pp |
| Employer contribution / active EE | $5,178 | $2,384+117.2% | $3,919+32.1% | $2,471+109.6% |
| Participant deferral / active EE | $7,233 | $3,733+93.7% | $5,048+43.3% | $3,740+93.4% |
| Admin fee / account holder | $117 | $6,321-98.2% | $8,927-98.7% | $5,306-97.8% |