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 | $152,324 | $176,812-13.8% | $146,665+3.9% | $167,490-9.1% |
| Participation rate | 85.7% | 83.6%+2.1pp | 80.1%+5.6pp | 82.1%+3.6pp |
| Annual return | 15.36% | 24.03%-8.7pp | 22.74%-7.4pp | 478.56%-463.2pp |
| Employer contribution / active EE | $11,765 | $5,160+128.0% | $4,136+184.4% | $4,837+143.2% |
| Participant deferral / active EE | $8,953 | $6,440+39.0% | $5,506+62.6% | $6,341+41.2% |
| Admin fee / account holder | $8 | $13,259-99.9% | $10,280-99.9% | $12,309-99.9% |