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 | $160,645 | $115,770+38.8% | $101,248+58.7% | $158,922+1.1% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 20.59% | 56.14%-35.5pp | 46.47%-25.9pp | 302.83%-282.2pp |
| Employer contribution / active EE | $4,121 | $4,175-1.3% | $3,660+12.6% | $4,761-13.4% |
| Participant deferral / active EE | $13,325 | $4,957+168.8% | $4,370+204.9% | $5,982+122.7% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |