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 | $148,254 | $109,817+35.0% | $98,442+50.6% | $167,490-11.5% |
| Participation rate | 92.3% | 75.8%+16.5pp | 73.3%+19.0pp | 82.1%+10.2pp |
| Annual return | 14.86% | 1956.69%-1941.8pp | 1492.73%-1477.9pp | 478.56%-463.7pp |
| Employer contribution / active EE | $9,982 | $3,224+209.6% | $2,960+237.3% | $4,837+106.3% |
| Participant deferral / active EE | $10,609 | $4,673+127.0% | $4,276+148.1% | $6,341+67.3% |
| Admin fee / account holder | $18 | $6,753-99.7% | $5,949-99.7% | $12,309-99.9% |