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 4-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 | $109,357 | $100,773+8.5% | $88,946+22.9% | $142,382-23.2% |
| Participation rate | 78.6% | 74.3%+4.3pp | 68.8%+9.7pp | 80.1%-1.5pp |
| Annual return | 15.67% | 70.18%-54.5pp | 57.82%-42.2pp | 217.08%-201.4pp |
| Employer contribution / active EE | $1,729 | $2,918-40.8% | $2,555-32.3% | $4,299-59.8% |
| Participant deferral / active EE | $2,080 | $5,230-60.2% | $4,581-54.6% | $6,507-68.0% |
| Admin fee / account holder | $10 | $9,693-99.9% | $8,261-99.9% | $12,624-99.9% |