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 | $147,673 | $100,754+46.6% | $86,677+70.4% | $134,475+9.8% |
| Participation rate | 90.0% | 78.9%+11.1pp | 76.6%+13.4pp | 81.2%+8.8pp |
| Annual return | -17.26% | 29.04%-46.3pp | 35.91%-53.2pp | 417.96%-435.2pp |
| Employer contribution / active EE | $3,478 | $3,489-0.3% | $2,836+22.6% | $4,740-26.6% |
| Participant deferral / active EE | $10,955 | $5,338+105.2% | $4,656+135.3% | $6,400+71.2% |
| Admin fee / account holder | $45 | $10,926-99.6% | $7,493-99.4% | $11,426-99.6% |