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 | $98,964 | $96,305+2.8% | $80,569+22.8% | $139,434-29.0% |
| Participation rate | 91.7% | 73.6%+18.0pp | 67.0%+24.7pp | 80.3%+11.3pp |
| Annual return | 15.70% | 1350.08%-1334.4pp | 935.43%-919.7pp | 372.94%-357.2pp |
| Employer contribution / active EE | $2,346 | $3,262-28.1% | $2,723-13.9% | $4,751-50.6% |
| Participant deferral / active EE | $3,966 | $5,232-24.2% | $4,447-10.8% | $6,710-40.9% |
| Admin fee / account holder | $27 | $6,599-99.6% | $5,377-99.5% | $11,403-99.8% |