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 | $104,026 | $63,346+64.2% | $92,233+12.8% | $70,131+48.3% |
| Participation rate | 86.2% | 68.7%+17.5pp | 76.5%+9.7pp | 69.5%+16.7pp |
| Annual return | 17.71% | 530.12%-512.4pp | 176.28%-158.6pp | 73.14%-55.4pp |
| Employer contribution / active EE | $1,434 | $2,471-42.0% | $3,679-61.0% | $2,342-38.8% |
| Participant deferral / active EE | $3,770 | $2,854+32.1% | $3,897-3.3% | $3,332+13.1% |
| Admin fee / account holder | $51 | $3,840-98.7% | $5,194-99.0% | $4,645-98.9% |