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 | $154,686 | $99,079+56.1% | $77,999+98.3% | $273,961-43.5% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.5%+14.5pp | 83.0%+7.0pp |
| Annual return | 31.85% | 217.93%-186.1pp | 425.96%-394.1pp | 41.45%-9.6pp |
| Employer contribution / active EE | $3,089 | $3,308-6.6% | $2,470+25.0% | $4,869-36.6% |
| Participant deferral / active EE | $7,572 | $4,306+75.8% | $3,497+116.5% | $5,287+43.2% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |