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 | $88,088 | $76,552+15.1% | $123,892-28.9% | $62,891+40.1% |
| Participation rate | 94.7% | 73.0%+21.8pp | 81.4%+13.3pp | 69.3%+25.4pp |
| Annual return | 118.83% | 18.68%+100.2pp | 47.52%+71.3pp | 20.14%+98.7pp |
| Employer contribution / active EE | $12,191 | $2,883+322.9% | $4,617+164.0% | $2,281+434.5% |
| Participant deferral / active EE | $12,626 | $4,840+160.9% | $5,984+111.0% | $3,203+294.2% |
| Admin fee / account holder | $6 | $4,826-99.9% | $8,357-99.9% | $4,296-99.9% |