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 | $128,510 | $95,266+34.9% | $82,389+56.0% | $142,382-9.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 16.09% | 25.74%-9.6pp | 28.67%-12.6pp | 217.08%-201.0pp |
| Employer contribution / active EE | $4,064 | $2,991+35.9% | $2,517+61.5% | $4,299-5.5% |
| Participant deferral / active EE | $8,038 | $4,809+67.1% | $4,155+93.5% | $6,507+23.5% |
| Admin fee / account holder | $128 | $8,563-98.5% | $7,231-98.2% | $12,624-99.0% |