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 | $123,754 | $99,020+25.0% | $86,590+42.9% | $147,584-16.1% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 12.38% | 1312.34%-1300.0pp | 964.84%-952.5pp | 578.55%-566.2pp |
| Employer contribution / active EE | $5,000 | $3,132+59.6% | $2,839+76.1% | $4,876+2.5% |
| Participant deferral / active EE | $2,085 | $3,972-47.5% | $3,609-42.2% | $5,439-61.7% |
| Admin fee / account holder | $43 | $5,710-99.2% | $4,906-99.1% | $10,885-99.6% |