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 | $158,468 | $105,998+49.5% | $92,233+71.8% | $147,584+7.4% |
| Participation rate | 81.8% | 80.4%+1.4pp | 76.5%+5.3pp | 82.8%-1.0pp |
| Annual return | 19.24% | 50.05%-30.8pp | 176.28%-157.0pp | 578.55%-559.3pp |
| Employer contribution / active EE | $7,146 | $4,333+64.9% | $3,679+94.2% | $4,876+46.6% |
| Participant deferral / active EE | $5,540 | $4,478+23.7% | $3,897+42.2% | $5,439+1.9% |
| Admin fee / account holder | $7 | $6,332-99.9% | $5,194-99.9% | $10,885-99.9% |