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 9-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 | $93,264 | $70,606+32.1% | $53,898+73.0% | $142,382-34.5% |
| Participation rate | 71.4% | 63.7%+7.7pp | 55.0%+16.5pp | 80.1%-8.7pp |
| Annual return | 15.03% | 619.81%-604.8pp | 528.60%-513.6pp | 217.08%-202.0pp |
| Employer contribution / active EE | $2,004 | $1,202+66.7% | $932+115.0% | $4,299-53.4% |
| Participant deferral / active EE | $6,062 | $2,364+156.4% | $1,826+231.9% | $6,507-6.8% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |