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 | $151,440 | $96,635+56.7% | $86,612+74.8% | $139,434+8.6% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 25.93% | 106.41%-80.5pp | 591.07%-565.1pp | 372.94%-347.0pp |
| Employer contribution / active EE | $11,251 | $3,263+244.8% | $3,022+272.2% | $4,751+136.8% |
| Participant deferral / active EE | $11,989 | $4,836+147.9% | $4,438+170.2% | $6,710+78.7% |
| Admin fee / account holder | $22 | $6,408-99.7% | $5,614-99.6% | $11,403-99.8% |