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 | $167,364 | $99,652+67.9% | $78,778+112.5% | $147,584+13.4% |
| Participation rate | 87.5% | 76.2%+11.3pp | 69.2%+18.3pp | 82.8%+4.7pp |
| Annual return | 14.54% | 47.28%-32.7pp | 35.62%-21.1pp | 578.55%-564.0pp |
| Employer contribution / active EE | $5,187 | $2,796+85.5% | $1,986+161.2% | $4,876+6.4% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $117 | $7,155-98.4% | $5,134-97.7% | $10,885-98.9% |