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 | $131,000 | $85,202+53.8% | $172,739-24.2% | $72,985+79.5% |
| Participation rate | 71.9% | 70.1%+1.8pp | 82.6%-10.8pp | 69.5%+2.4pp |
| Annual return | 19.27% | 27.32%-8.0pp | 802.84%-783.6pp | 81.00%-61.7pp |
| Employer contribution / active EE | $7,768 | $3,324+133.7% | $5,143+51.0% | $2,440+218.4% |
| Participant deferral / active EE | $4,905 | $3,260+50.5% | $5,198-5.6% | $3,607+36.0% |
| Admin fee / account holder | $0 | $5,884-100.0% | $13,954-100.0% | $5,124-100.0% |