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 | $80,934 | $73,515+10.1% | $62,995+28.5% | $147,584-45.2% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.8%+10.9pp | 82.8%+2.9pp |
| Annual return | 16.20% | 175.43%-159.2pp | 87.57%-71.4pp | 578.55%-562.3pp |
| Employer contribution / active EE | $3,663 | $3,320+10.3% | $2,759+32.8% | $4,876-24.9% |
| Participant deferral / active EE | $5,137 | $4,185+22.8% | $3,329+54.3% | $5,439-5.5% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |