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 8-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 | $86,983 | $60,892+42.8% | $82,389+5.6% | $84,808+2.6% |
| Participation rate | 83.7% | 63.3%+20.5pp | 69.5%+14.2pp | 68.3%+15.4pp |
| Annual return | 16.67% | 37.29%-20.6pp | 28.67%-12.0pp | 40.90%-24.2pp |
| Employer contribution / active EE | $2,720 | $1,779+52.9% | $2,517+8.1% | $2,631+3.4% |
| Participant deferral / active EE | $8,700 | $3,179+173.7% | $4,155+109.4% | $4,212+106.6% |
| Admin fee / account holder | $63 | $5,467-98.8% | $7,231-99.1% | $7,344-99.1% |