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 | $75,918 | $111,724-32.0% | $93,606-18.9% | $145,922-48.0% |
| Participation rate | 90.0% | 74.2%+15.8pp | 68.7%+21.3pp | 80.3%+9.7pp |
| Annual return | 11.51% | 202.98%-191.5pp | 133.20%-121.7pp | 561.29%-549.8pp |
| Employer contribution / active EE | $8,632 | $3,090+179.4% | $2,420+256.7% | $4,660+85.3% |
| Participant deferral / active EE | $6,995 | $4,912+42.4% | $4,411+58.6% | $6,688+4.6% |
| Admin fee / account holder | $105 | $10,250-99.0% | $8,285-98.7% | $13,397-99.2% |