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 | $64,267 | $63,346+1.5% | $92,233-30.3% | $70,131-8.4% |
| Participation rate | 96.2% | 68.7%+27.5pp | 76.5%+19.7pp | 69.5%+26.6pp |
| Annual return | 21.44% | 530.12%-508.7pp | 176.28%-154.8pp | 73.14%-51.7pp |
| Employer contribution / active EE | $2,505 | $2,471+1.4% | $3,679-31.9% | $2,342+6.9% |
| Participant deferral / active EE | $4,080 | $2,854+43.0% | $3,897+4.7% | $3,332+22.5% |
| Admin fee / account holder | $0 | $3,840-100.0% | $5,194-100.0% | $4,645-100.0% |