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 | $191,871 | $72,012+166.4% | $185,823+3.3% | $79,858+140.3% |
| Participation rate | 89.2% | 65.8%+23.4pp | 78.0%+11.2pp | 69.6%+19.6pp |
| Annual return | 21.04% | 23.12%-2.1pp | 35.95%-14.9pp | 31.71%-10.7pp |
| Employer contribution / active EE | $3,162 | $1,965+60.9% | $4,087-22.7% | $2,471+28.0% |
| Participant deferral / active EE | $4,291 | $3,779+13.6% | $5,632-23.8% | $3,740+14.7% |
| Admin fee / account holder | $88 | $4,513-98.0% | $9,500-99.1% | $5,306-98.3% |