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 | $114,289 | $63,346+80.4% | $92,233+23.9% | $70,131+63.0% |
| Participation rate | 94.1% | 68.7%+25.4pp | 76.5%+17.6pp | 69.5%+24.6pp |
| Annual return | 16.77% | 530.12%-513.4pp | 176.28%-159.5pp | 73.14%-56.4pp |
| Employer contribution / active EE | $3,776 | $2,471+52.8% | $3,679+2.6% | $2,342+61.2% |
| Participant deferral / active EE | $7,025 | $2,854+146.2% | $3,897+80.3% | $3,332+110.8% |
| Admin fee / account holder | $204 | $3,840-94.7% | $5,194-96.1% | $4,645-95.6% |