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 | $140,942 | $105,998+33.0% | $92,233+52.8% | $147,584-4.5% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 18.01% | 50.05%-32.0pp | 176.28%-158.3pp | 578.55%-560.5pp |
| Employer contribution / active EE | $9,557 | $4,333+120.6% | $3,679+159.8% | $4,876+96.0% |
| Participant deferral / active EE | $7,327 | $4,478+63.6% | $3,897+88.0% | $5,439+34.7% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |