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 | $137,909 | $97,757+41.1% | $83,848+64.5% | $135,375+1.9% |
| Participation rate | 86.7% | 80.0%+6.7pp | 76.1%+10.5pp | 82.6%+4.0pp |
| Annual return | 4.12% | 1287.37%-1283.2pp | 850.88%-846.8pp | 519.73%-515.6pp |
| Employer contribution / active EE | $9,133 | $4,222+116.3% | $3,631+151.5% | $4,779+91.1% |
| Participant deferral / active EE | $6,073 | $4,682+29.7% | $4,082+48.8% | $5,609+8.3% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |