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 4-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 | $76,076 | $159,901-52.4% | $146,958-48.2% | $145,922-47.9% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.2%+11.6pp | 80.3%+13.5pp |
| Annual return | 16.85% | 98.13%-81.3pp | 418.34%-401.5pp | 561.29%-544.4pp |
| Employer contribution / active EE | $7,464 | $5,286+41.2% | $4,933+51.3% | $4,660+60.2% |
| Participant deferral / active EE | $17,047 | $8,428+102.3% | $8,070+111.2% | $6,688+154.9% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |