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 | $197,704 | $99,032+99.6% | $80,019+147.1% | $135,375+46.0% |
| Participation rate | 73.7% | 78.4%-4.7pp | 75.8%-2.1pp | 82.6%-9.0pp |
| Annual return | 30.14% | 15.39%+14.8pp | 11.22%+18.9pp | 519.73%-489.6pp |
| Employer contribution / active EE | $1,261 | $3,043-58.6% | $2,468-48.9% | $4,779-73.6% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,686-100.0% | $5,609-100.0% |
| Admin fee / account holder | $259 | $10,436-97.5% | $6,521-96.0% | $10,827-97.6% |