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 | $217,889 | $152,587+42.8% | $125,175+74.1% | $152,861+42.5% |
| Participation rate | 85.7% | 83.3%+2.4pp | 79.8%+5.9pp | 82.4%+3.3pp |
| Annual return | 20.04% | 54.84%-34.8pp | 43.79%-23.7pp | 345.32%-325.3pp |
| Employer contribution / active EE | $4,173 | $4,946-15.6% | $3,865+8.0% | $4,762-12.4% |
| Participant deferral / active EE | $9,216 | $5,868+57.1% | $4,937+86.7% | $5,850+57.5% |
| Admin fee / account holder | $7 | $13,434-99.9% | $9,702-99.9% | $11,596-99.9% |