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 | $125,402 | $99,020+26.6% | $86,590+44.8% | $147,584-15.0% |
| Participation rate | 95.2% | 76.3%+18.9pp | 73.5%+21.7pp | 82.8%+12.4pp |
| Annual return | 20.12% | 1312.34%-1292.2pp | 964.84%-944.7pp | 578.55%-558.4pp |
| Employer contribution / active EE | $7,878 | $3,132+151.5% | $2,839+177.4% | $4,876+61.5% |
| Participant deferral / active EE | $7,878 | $3,972+98.3% | $3,609+118.3% | $5,439+44.8% |
| Admin fee / account holder | $231 | $5,710-96.0% | $4,906-95.3% | $10,885-97.9% |