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 | $100,750 | $175,202-42.5% | $149,673-32.7% | $139,434-27.7% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 20.55% | 166.71%-146.2pp | 134.42%-113.9pp | 372.94%-352.4pp |
| Employer contribution / active EE | $8,555 | $5,474+56.3% | $4,818+77.6% | $4,751+80.1% |
| Participant deferral / active EE | $2,225 | $6,519-65.9% | $5,680-60.8% | $6,710-66.8% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |