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 | $118,390 | $71,050+66.6% | $93,606+26.5% | $80,856+46.4% |
| Participation rate | 91.1% | 60.4%+30.7pp | 68.7%+22.4pp | 67.6%+23.5pp |
| Annual return | 16.00% | 11.26%+4.7pp | 133.20%-117.2pp | 35.59%-19.6pp |
| Employer contribution / active EE | $2,412 | $1,564+54.3% | $2,420-0.3% | $2,755-12.4% |
| Participant deferral / active EE | $4,298 | $4,034+6.5% | $4,411-2.6% | $4,2960% |
| Admin fee / account holder | $296 | $6,945-95.7% | $8,285-96.4% | $6,918-95.7% |