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 5-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 | $155,197 | $109,881+41.2% | $150,045+3.4% | $84,808+83.0% |
| Participation rate | 96.0% | 76.1%+19.9pp | 82.3%+13.7pp | 68.3%+27.7pp |
| Annual return | 18.54% | 28.25%-9.7pp | 62.55%-44.0pp | 40.90%-22.4pp |
| Employer contribution / active EE | $8,903 | $3,561+150.0% | $4,693+89.7% | $2,631+238.4% |
| Participant deferral / active EE | $10,193 | $6,636+53.6% | $7,997+27.5% | $4,212+142.0% |
| Admin fee / account holder | $4 | $8,568-100.0% | $13,435-100.0% | $7,344-100.0% |