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 | $135,930 | $85,766+58.5% | $136,294-0.3% | $70,131+93.8% |
| Participation rate | 91.2% | 74.2%+17.0pp | 81.9%+9.3pp | 69.5%+21.6pp |
| Annual return | 26.48% | 31.45%-5.0pp | 5155.94%-5129.5pp | 73.14%-46.7pp |
| Employer contribution / active EE | $3,025 | $2,966+2.0% | $4,695-35.6% | $2,342+29.1% |
| Participant deferral / active EE | $11,707 | $5,051+131.8% | $6,247+87.4% | $3,332+251.4% |
| Admin fee / account holder | $116 | $5,420-97.9% | $9,243-98.7% | $4,645-97.5% |