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 | $81,001 | $112,881-28.2% | $90,951-10.9% | $158,922-49.0% |
| Participation rate | 82.6% | 74.7%+7.9pp | 69.0%+13.6pp | 82.0%+0.7pp |
| Annual return | 25.16% | 215.79%-190.6pp | 134.60%-109.4pp | 302.83%-277.7pp |
| Employer contribution / active EE | $3,283 | $2,893+13.5% | $2,122+54.7% | $4,761-31.1% |
| Participant deferral / active EE | $7,900 | $4,128+91.4% | $3,373+134.2% | $5,982+32.1% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |