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 | $158,867 | $115,770+37.2% | $101,248+56.9% | $158,9220% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.8%+16.5pp | 82.0%+10.3pp |
| Annual return | 11.69% | 56.14%-44.4pp | 46.47%-34.8pp | 302.83%-291.1pp |
| Employer contribution / active EE | $4,060 | $4,175-2.8% | $3,660+10.9% | $4,761-14.7% |
| Participant deferral / active EE | $15,541 | $4,957+213.5% | $4,370+255.6% | $5,982+159.8% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |