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 | $152,229 | $101,069+50.6% | $81,478+86.8% | $147,584+3.1% |
| Participation rate | 80.0% | 74.5%+5.5pp | 68.0%+12.0pp | 82.8%-2.8pp |
| Annual return | 19.15% | 32.40%-13.3pp | 38.78%-19.6pp | 578.55%-559.4pp |
| Employer contribution / active EE | $3,971 | $3,205+23.9% | $2,568+54.7% | $4,876-18.6% |
| Participant deferral / active EE | $8,826 | $4,242+108.1% | $3,537+149.5% | $5,439+62.3% |
| Admin fee / account holder | $1 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |