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 | $156,753 | $99,079+58.2% | $77,999+101.0% | $273,961-42.8% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.5%+12.0pp | 83.0%+4.5pp |
| Annual return | 10.81% | 217.93%-207.1pp | 425.96%-415.2pp | 41.45%-30.6pp |
| Employer contribution / active EE | $2,535 | $3,308-23.4% | $2,470+2.6% | $4,869-47.9% |
| Participant deferral / active EE | $6,849 | $4,306+59.0% | $3,497+95.9% | $5,287+29.5% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |