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 | $143,139 | $106,890+33.9% | $84,015+70.4% | $152,861-6.4% |
| Participation rate | 95.2% | 75.2%+20.0pp | 69.0%+26.2pp | 82.4%+12.8pp |
| Annual return | 21.05% | 104.99%-83.9pp | 71.31%-50.3pp | 345.32%-324.3pp |
| Employer contribution / active EE | $3,100 | $2,734+13.4% | $1,983+56.3% | $4,762-34.9% |
| Participant deferral / active EE | $5,665 | $4,011+41.2% | $3,239+74.9% | $5,850-3.2% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |