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 | $72,733 | $183,963-60.5% | $162,163-55.1% | $152,861-52.4% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.6%+5.8pp | 82.4%+10.9pp |
| Annual return | 27.14% | 150.76%-123.6pp | 115.59%-88.4pp | 345.32%-318.2pp |
| Employer contribution / active EE | $7,084 | $6,371+11.2% | $5,614+26.2% | $4,762+48.7% |
| Participant deferral / active EE | $11,728 | $8,034+46.0% | $7,298+60.7% | $5,850+100.5% |
| Admin fee / account holder | $1 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |