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 | $87,166+47.4% | $76,735+67.5% | $137,256-6.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 16.09% | 26.50%-10.4pp | 29.77%-13.7pp | 220.34%-204.2pp |
| Employer contribution / active EE | $4,064 | $2,904+39.9% | $2,454+65.6% | $4,156-2.2% |
| Participant deferral / active EE | $8,038 | $4,726+70.1% | $4,088+96.6% | $6,407+25.5% |
| Admin fee / account holder | $128 | $8,403-98.5% | $7,189-98.2% | $12,270-99.0% |