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 | $177,640 | $117,859+50.7% | $102,438+73.4% | $145,959+21.7% |
| Participation rate | 84.6% | 78.6%+6.0pp | 76.5%+8.1pp | 80.3%+4.3pp |
| Annual return | 20.59% | 31.72%-11.1pp | 29.37%-8.8pp | 561.95%-541.4pp |
| Employer contribution / active EE | $4,016 | $3,615+11.1% | $3,024+32.8% | $4,661-13.8% |
| Participant deferral / active EE | $7,153 | $5,732+24.8% | $5,054+41.6% | $6,689+7.0% |
| Admin fee / account holder | $0 | $13,318-100.0% | $9,448-100.0% | $13,398-100.0% |