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 | $68,097+46.6% | $62,929+58.6% | $137,256-27.3% |
| Participation rate | 76.5% | 77.4%-1.0pp | 73.1%+3.4pp | 80.0%-3.5pp |
| Annual return | 16.74% | 1859.11%-1842.4pp | 1063.93%-1047.2pp | 220.34%-203.6pp |
| Employer contribution / active EE | $4,864 | $2,811+73.0% | $2,505+94.2% | $4,156+17.0% |
| Participant deferral / active EE | $9,647 | $4,553+111.9% | $3,888+148.1% | $6,407+50.6% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |