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 | $218,568 | $99,341+120.0% | $84,750+157.9% | $273,961-20.2% |
| Participation rate | 88.9% | 80.7%+8.2pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 6.08% | 22.93%-16.8pp | 22.78%-16.7pp | 41.45%-35.4pp |
| Employer contribution / active EE | $6,462 | $4,214+53.3% | $3,574+80.8% | $4,869+32.7% |
| Participant deferral / active EE | $8,626 | $4,269+102.1% | $3,712+132.4% | $5,287+63.2% |
| Admin fee / account holder | $2 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |