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 | $132,928 | $116,175+14.4% | $93,606+42.0% | $152,861-13.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 22.58% | 35.96%-13.4pp | 32.76%-10.2pp | 345.32%-322.7pp |
| Employer contribution / active EE | $4,757 | $3,218+47.8% | $2,718+75.0% | $4,762-0.1% |
| Participant deferral / active EE | $1,635 | $4,603-64.5% | $4,069-59.8% | $5,850-72.0% |
| Admin fee / account holder | $59 | $10,748-99.5% | $7,888-99.3% | $11,596-99.5% |