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 4-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 | $196,774 | $148,978+32.1% | $200,582-1.9% | $84,808+132.0% |
| Participation rate | 87.2% | 84.2%+3.0pp | 86.9%+0.3pp | 68.3%+18.9pp |
| Annual return | 23.05% | 28.16%-5.1pp | 42.33%-19.3pp | 40.90%-17.8pp |
| Employer contribution / active EE | $8,487 | $4,815+76.3% | $6,419+32.2% | $2,631+222.6% |
| Participant deferral / active EE | $13,952 | $7,142+95.4% | $9,331+49.5% | $4,212+231.3% |
| Admin fee / account holder | $194 | $13,977-98.6% | $16,305-98.8% | $7,344-97.4% |