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 | $98,618 | $99,079-0.5% | $77,999+26.4% | $273,961-64.0% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.5%+14.5pp | 83.0%+7.0pp |
| Annual return | 8.29% | 217.93%-209.6pp | 425.96%-417.7pp | 41.45%-33.2pp |
| Employer contribution / active EE | $6,477 | $3,308+95.8% | $2,470+162.2% | $4,869+33.0% |
| Participant deferral / active EE | $6,111 | $4,306+41.9% | $3,497+74.8% | $5,287+15.6% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |