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 | $99,803 | $70,756+41.1% | $65,493+52.4% | $142,382-29.9% |
| Participation rate | 76.5% | 77.4%-0.9pp | 73.1%+3.4pp | 80.1%-3.6pp |
| Annual return | 16.74% | 1754.89%-1738.2pp | 982.45%-965.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $4,864 | $2,881+68.9% | $2,574+89.0% | $4,299+13.1% |
| Participant deferral / active EE | $9,647 | $4,637+108.0% | $3,961+143.5% | $6,507+48.2% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |