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 | $98,139 | $67,411+45.6% | $91,001+7.8% | $70,131+39.9% |
| Participation rate | 92.0% | 71.4%+20.6pp | 75.6%+16.4pp | 69.5%+22.5pp |
| Annual return | 203.16% | -40.16%+243.3pp | 4.60%+198.6pp | 73.14%+130.0pp |
| Employer contribution / active EE | $11,796 | $1,786+560.5% | $2,456+380.4% | $2,342+403.6% |
| Participant deferral / active EE | $11,411 | $2,823+304.3% | $3,547+221.7% | $3,332+242.5% |
| Admin fee / account holder | $57 | $4,236-98.7% | $5,417-98.9% | $4,645-98.8% |