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 3-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 | $154,319 | $133,922+15.2% | $116,228+32.8% | $142,382+8.4% |
| Participation rate | 93.8% | 77.9%+15.9pp | 74.6%+19.2pp | 80.1%+13.6pp |
| Annual return | 10.48% | 147.76%-137.3pp | 90.06%-79.6pp | 217.08%-206.6pp |
| Employer contribution / active EE | $2,067 | $3,446-40.0% | $2,994-31.0% | $4,299-51.9% |
| Participant deferral / active EE | $2,934 | $5,672-48.3% | $4,953-40.8% | $6,507-54.9% |
| Admin fee / account holder | $126 | $14,945-99.2% | $11,989-98.9% | $12,624-99.0% |