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 8-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 | $125,482 | $81,632+53.7% | $70,449+78.1% | $158,922-21.0% |
| Participation rate | 92.9% | 77.7%+15.1pp | 75.1%+17.8pp | 82.0%+10.9pp |
| Annual return | 14.46% | 208.40%-193.9pp | 109.03%-94.6pp | 302.83%-288.4pp |
| Employer contribution / active EE | $10,466 | $3,217+225.3% | $2,737+282.5% | $4,761+119.8% |
| Participant deferral / active EE | $11,813 | $4,554+159.4% | $3,709+218.5% | $5,982+97.5% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |