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 | $144,262 | $105,998+36.1% | $92,233+56.4% | $147,584-2.3% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 20.58% | 50.05%-29.5pp | 176.28%-155.7pp | 578.55%-558.0pp |
| Employer contribution / active EE | $15,240 | $4,333+251.7% | $3,679+314.2% | $4,876+212.5% |
| Participant deferral / active EE | $9,409 | $4,478+110.1% | $3,897+141.5% | $5,439+73.0% |
| Admin fee / account holder | $108 | $6,332-98.3% | $5,194-97.9% | $10,885-99.0% |