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 | $124,358 | $104,251+19.3% | $91,001+36.7% | $147,584-15.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 25.78% | 27.06%-1.3pp | 4.60%+21.2pp | 578.55%-552.8pp |
| Employer contribution / active EE | $1,513 | $3,116-51.4% | $2,456-38.4% | $4,876-69.0% |
| Participant deferral / active EE | $4,608 | $4,195+9.8% | $3,547+29.9% | $5,439-15.3% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |