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 | $159,954 | $70,428+127.1% | $96,562+65.6% | $85,850+86.3% |
| Participation rate | 75.8% | 61.8%+14.0pp | 69.8%+5.9pp | 69.3%+6.4pp |
| Annual return | 20.57% | 18.59%+2.0pp | 37.78%-17.2pp | 318.53%-298.0pp |
| Employer contribution / active EE | $3,081 | $1,413+118.0% | $2,356+30.7% | $2,565+20.1% |
| Participant deferral / active EE | $5,744 | $2,894+98.5% | $3,849+49.2% | $3,952+45.4% |
| Admin fee / account holder | $5 | $4,997-99.9% | $6,181-99.9% | $6,260-99.9% |