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 | $159,933 | $49,177+225.2% | $79,464+101.3% | $64,186+149.2% |
| Participation rate | 94.3% | 65.0%+29.3pp | 73.3%+20.9pp | 69.6%+24.7pp |
| Annual return | 9.86% | -1.16%+11.0pp | 718.14%-708.3pp | 7.63%+2.2pp |
| Employer contribution / active EE | $1,629 | $2,076-21.5% | $2,800-41.8% | $2,381-31.6% |
| Participant deferral / active EE | $4,642 | $2,821+64.5% | $3,704+25.3% | $3,470+33.8% |
| Admin fee / account holder | $54 | $3,839-98.6% | $5,113-99.0% | $4,888-98.9% |