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 | $109,855 | $91,037+20.7% | $71,671+53.3% | $147,584-25.6% |
| Participation rate | 90.0% | 76.1%+13.9pp | 68.7%+21.3pp | 82.8%+7.2pp |
| Annual return | 21.06% | 20.48%+0.6pp | 20.65%+0.4pp | 578.55%-557.5pp |
| Employer contribution / active EE | $2,690 | $3,327-19.2% | $2,460+9.3% | $4,876-44.8% |
| Participant deferral / active EE | $7,764 | $4,498+72.6% | $3,438+125.8% | $5,439+42.8% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |