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 | $162,284 | $115,770+40.2% | $101,248+60.3% | $158,922+2.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.57% | 56.14%-37.6pp | 46.47%-27.9pp | 302.83%-284.3pp |
| Employer contribution / active EE | $2,044 | $4,175-51.0% | $3,660-44.2% | $4,761-57.1% |
| Participant deferral / active EE | $5,157 | $4,957+4.0% | $4,370+18.0% | $5,982-13.8% |
| Admin fee / account holder | $129 | $7,245-98.2% | $5,945-97.8% | $11,246-98.9% |