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 | $134,951 | $117,841+14.5% | $102,423+31.8% | $145,922-7.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.55% | 31.65%-21.1pp | 29.32%-18.8pp | 561.29%-550.7pp |
| Employer contribution / active EE | $3,142 | $3,615-13.1% | $3,023+3.9% | $4,660-32.6% |
| Participant deferral / active EE | $8,794 | $5,731+53.5% | $5,053+74.0% | $6,688+31.5% |
| Admin fee / account holder | $151 | $13,326-98.9% | $9,451-98.4% | $13,397-98.9% |