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 | $180,564 | $135,952+32.8% | $123,892+45.7% | $273,961-34.1% |
| Participation rate | 91.7% | 84.1%+7.6pp | 81.4%+10.3pp | 83.0%+8.7pp |
| Annual return | 9.06% | 56.63%-47.6pp | 47.52%-38.5pp | 41.45%-32.4pp |
| Employer contribution / active EE | $881 | $5,170-83.0% | $4,617-80.9% | $4,869-81.9% |
| Participant deferral / active EE | $5,750 | $6,343-9.3% | $5,984-3.9% | $5,287+8.7% |
| Admin fee / account holder | $19 | $9,817-99.8% | $8,357-99.8% | $10,132-99.8% |