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 | $114,903 | $99,652+15.3% | $78,778+45.9% | $147,584-22.1% |
| Participation rate | 90.0% | 76.2%+13.8pp | 69.2%+20.8pp | 82.8%+7.2pp |
| Annual return | 17.20% | 47.28%-30.1pp | 35.62%-18.4pp | 578.55%-561.3pp |
| Employer contribution / active EE | $13,302 | $2,796+375.8% | $1,986+569.9% | $4,876+172.8% |
| Participant deferral / active EE | $4,582 | $3,664+25.1% | $2,958+54.9% | $5,439-15.8% |
| Admin fee / account holder | $1 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |