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 | $92,904 | $63,355+46.6% | $91,989+1.0% | $72,985+27.3% |
| Participation rate | 93.8% | 72.5%+21.2pp | 78.6%+15.1pp | 69.5%+24.3pp |
| Annual return | 24.84% | 35.35%-10.5pp | 69.02%-44.2pp | 81.00%-56.2pp |
| Employer contribution / active EE | $6,663 | $2,116+215.0% | $3,452+93.0% | $2,440+173.1% |
| Participant deferral / active EE | $3,347 | $4,883-31.5% | $5,923-43.5% | $3,607-7.2% |
| Admin fee / account holder | $4 | $4,668-99.9% | $7,743-99.9% | $5,124-99.9% |