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 | $136,652 | $115,770+18.0% | $101,248+35.0% | $158,922-14.0% |
| Participation rate | 90.5% | 79.4%+11.1pp | 75.8%+14.7pp | 82.0%+8.5pp |
| Annual return | 16.21% | 56.14%-39.9pp | 46.47%-30.3pp | 302.83%-286.6pp |
| Employer contribution / active EE | $9,474 | $4,175+126.9% | $3,660+158.9% | $4,761+99.0% |
| Participant deferral / active EE | $7,999 | $4,957+61.4% | $4,370+83.0% | $5,982+33.7% |
| Admin fee / account holder | $6 | $7,245-99.9% | $5,945-99.9% | $11,246-99.9% |