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 | $137,157 | $102,616+33.7% | $81,983+67.3% | $158,922-13.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 20.08% | 61.04%-41.0pp | 41.31%-21.2pp | 302.83%-282.7pp |
| Employer contribution / active EE | $2,173 | $3,240-32.9% | $2,498-13.0% | $4,761-54.4% |
| Participant deferral / active EE | $3,656 | $4,648-21.3% | $3,722-1.8% | $5,982-38.9% |
| Admin fee / account holder | $92 | $8,235-98.9% | $5,664-98.4% | $11,246-99.2% |