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 | $151,633 | $116,175+30.5% | $93,606+62.0% | $152,861-0.8% |
| Participation rate | 93.3% | 78.0%+15.3pp | 75.8%+17.5pp | 82.4%+10.9pp |
| Annual return | 18.62% | 35.96%-17.3pp | 32.76%-14.1pp | 345.32%-326.7pp |
| Employer contribution / active EE | $4,530 | $3,218+40.8% | $2,718+66.7% | $4,762-4.9% |
| Participant deferral / active EE | $9,321 | $4,603+102.5% | $4,069+129.1% | $5,850+59.3% |
| Admin fee / account holder | $12 | $10,748-99.9% | $7,888-99.8% | $11,596-99.9% |