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 | $154,539 | $144,119+7.2% | $117,854+31.1% | $147,584+4.7% |
| Participation rate | 87.5% | 83.4%+4.1pp | 79.7%+7.8pp | 82.8%+4.7pp |
| Annual return | 14.51% | 531.15%-516.6pp | 335.08%-320.6pp | 578.55%-564.0pp |
| Employer contribution / active EE | $3,073 | $4,896-37.2% | $3,786-18.8% | $4,876-37.0% |
| Participant deferral / active EE | $5,983 | $5,316+12.5% | $4,482+33.5% | $5,439+10.0% |
| Admin fee / account holder | $30 | $10,886-99.7% | $8,020-99.6% | $10,885-99.7% |