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 | $164,302 | $103,376+58.9% | $87,100+88.6% | $152,861+7.5% |
| Participation rate | 91.7% | 79.3%+12.3pp | 76.9%+14.8pp | 82.4%+9.2pp |
| Annual return | 18.46% | 28.10%-9.6pp | 28.19%-9.7pp | 345.32%-326.9pp |
| Employer contribution / active EE | $4,812 | $3,220+49.4% | $2,521+90.8% | $4,762+1.0% |
| Participant deferral / active EE | $11,264 | $4,778+135.8% | $4,049+178.2% | $5,850+92.5% |
| Admin fee / account holder | $17 | $12,205-99.9% | $7,497-99.8% | $11,596-99.9% |