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 | $121,549 | $85,202+42.7% | $172,739-29.6% | $72,985+66.5% |
| Participation rate | 90.5% | 70.1%+20.4pp | 82.6%+7.8pp | 69.5%+21.0pp |
| Annual return | 21.54% | 27.32%-5.8pp | 802.84%-781.3pp | 81.00%-59.5pp |
| Employer contribution / active EE | $9,862 | $3,324+196.6% | $5,143+91.8% | $2,440+304.2% |
| Participant deferral / active EE | $7,115 | $3,260+118.2% | $5,198+36.9% | $3,607+97.2% |
| Admin fee / account holder | $155 | $5,884-97.4% | $13,954-98.9% | $5,124-97.0% |