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 | $133,948 | $103,376+29.6% | $87,100+53.8% | $152,861-12.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 27.11% | 28.10%-1.0pp | 28.19%-1.1pp | 345.32%-318.2pp |
| Employer contribution / active EE | $3,244 | $3,220+0.7% | $2,521+28.7% | $4,762-31.9% |
| Participant deferral / active EE | $8,974 | $4,778+87.8% | $4,049+121.7% | $5,850+53.4% |
| Admin fee / account holder | $21 | $12,205-99.8% | $7,497-99.7% | $11,596-99.8% |