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 | $147,241 | $115,770+27.2% | $101,248+45.4% | $158,922-7.4% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 18.43% | 56.14%-37.7pp | 46.47%-28.0pp | 302.83%-284.4pp |
| Employer contribution / active EE | $16,847 | $4,175+303.6% | $3,660+360.4% | $4,761+253.9% |
| Participant deferral / active EE | $15,600 | $4,957+214.7% | $4,370+257.0% | $5,982+160.8% |
| Admin fee / account holder | $15 | $7,245-99.8% | $5,945-99.7% | $11,246-99.9% |