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 | $99,536 | $109,327-9.0% | $89,391+11.3% | $158,922-37.4% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.0%+19.5pp | 82.0%+5.5pp |
| Annual return | 23.71% | 345.68%-322.0pp | 245.62%-221.9pp | 302.83%-279.1pp |
| Employer contribution / active EE | $7,894 | $3,170+149.0% | $2,586+205.3% | $4,761+65.8% |
| Participant deferral / active EE | $8,738 | $4,598+90.0% | $3,890+124.6% | $5,982+46.1% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |