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 | $119,475 | $107,015+11.6% | $73,545+62.5% | $147,584-19.0% |
| Participation rate | 77.8% | 66.4%+11.4pp | 54.9%+22.8pp | 82.8%-5.1pp |
| Annual return | 9.97% | 38.25%-28.3pp | -15.16%+25.1pp | 578.55%-568.6pp |
| Employer contribution / active EE | $666 | $1,760-62.1% | $1,219-45.3% | $4,876-86.3% |
| Participant deferral / active EE | $6,519 | $2,462+164.8% | $1,806+261.0% | $5,439+19.9% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |