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 | $109,119 | $101,069+8.0% | $81,478+33.9% | $147,584-26.1% |
| Participation rate | 85.7% | 74.5%+11.3pp | 68.0%+17.8pp | 82.8%+2.9pp |
| Annual return | 18.69% | 32.40%-13.7pp | 38.78%-20.1pp | 578.55%-559.9pp |
| Employer contribution / active EE | $12,461 | $3,205+288.8% | $2,568+385.3% | $4,876+155.5% |
| Participant deferral / active EE | $7,611 | $4,242+79.4% | $3,537+115.2% | $5,439+39.9% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |