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 | $110,515 | $157,256-29.7% | $141,162-21.7% | $152,861-27.7% |
| Participation rate | 95.5% | 84.8%+10.6pp | 82.5%+13.0pp | 82.4%+13.0pp |
| Annual return | 17.38% | 64.32%-46.9pp | 71.39%-54.0pp | 345.32%-327.9pp |
| Employer contribution / active EE | $1,588 | $5,261-69.8% | $4,735-66.5% | $4,762-66.6% |
| Participant deferral / active EE | $4,293 | $7,109-39.6% | $6,709-36.0% | $5,850-26.6% |
| Admin fee / account holder | $23 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |