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 | $114,509 | $99,652+14.9% | $78,778+45.4% | $147,584-22.4% |
| Participation rate | 76.9% | 76.2%+0.7pp | 69.2%+7.7pp | 82.8%-5.9pp |
| Annual return | 7.83% | 47.28%-39.5pp | 35.62%-27.8pp | 578.55%-570.7pp |
| Employer contribution / active EE | $1,274 | $2,796-54.4% | $1,986-35.8% | $4,876-73.9% |
| Participant deferral / active EE | $3,427 | $3,664-6.5% | $2,958+15.9% | $5,439-37.0% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |