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 | $121,333 | $106,515+13.9% | $96,683+25.5% | $139,434-13.0% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 17.24% | 38.43%-21.2pp | 35.69%-18.5pp | 372.94%-355.7pp |
| Employer contribution / active EE | $6,024 | $4,103+46.8% | $3,737+61.2% | $4,751+26.8% |
| Participant deferral / active EE | $6,292 | $5,454+15.4% | $4,878+29.0% | $6,710-6.2% |
| Admin fee / account holder | $136 | $7,877-98.3% | $6,730-98.0% | $11,403-98.8% |