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 | $153,385 | $72,277+112.2% | $101,248+51.5% | $79,858+92.1% |
| Participation rate | 88.5% | 68.5%+20.0pp | 75.8%+12.7pp | 69.6%+18.8pp |
| Annual return | 21.98% | 22.30%-0.3pp | 46.47%-24.5pp | 31.71%-9.7pp |
| Employer contribution / active EE | $2,454 | $2,692-8.8% | $3,660-32.9% | $2,471-0.7% |
| Participant deferral / active EE | $5,780 | $3,282+76.1% | $4,370+32.3% | $3,740+54.5% |
| Admin fee / account holder | $291 | $4,400-93.4% | $5,945-95.1% | $5,306-94.5% |