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 | $136,086 | $69,207+96.6% | $64,056+112.4% | $139,434-2.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.94% | 45.88%-28.9pp | 33.69%-16.8pp | 372.94%-356.0pp |
| Employer contribution / active EE | $3,871 | $3,182+21.7% | $2,747+41.0% | $4,751-18.5% |
| Participant deferral / active EE | $8,878 | $4,682+89.6% | $3,880+128.8% | $6,710+32.3% |
| Admin fee / account holder | $234 | $4,244-94.5% | $3,068-92.4% | $11,403-97.9% |