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 | $104,198 | $74,888+39.1% | $71,209+46.3% | $142,382-26.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.87% | 345.14%-326.3pp | 282.51%-263.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $3,467 | $2,854+21.5% | $2,721+27.4% | $4,299-19.3% |
| Participant deferral / active EE | $10,042 | $4,454+125.4% | $4,175+140.5% | $6,507+54.3% |
| Admin fee / account holder | $262 | $5,568-95.3% | $5,349-95.1% | $12,624-97.9% |