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 | $85,722 | $91,037-5.8% | $71,671+19.6% | $147,584-41.9% |
| Participation rate | 80.0% | 76.1%+3.9pp | 68.7%+11.3pp | 82.8%-2.8pp |
| Annual return | 20.15% | 20.48%-0.3pp | 20.65%-0.5pp | 578.55%-558.4pp |
| Employer contribution / active EE | $4,052 | $3,327+21.8% | $2,460+64.7% | $4,876-16.9% |
| Participant deferral / active EE | $8,644 | $4,498+92.2% | $3,438+151.4% | $5,439+58.9% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |