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 | $150,101 | $176,056-14.7% | $159,436-5.9% | $167,490-10.4% |
| Participation rate | 90.9% | 84.9%+6.0pp | 82.8%+8.1pp | 82.1%+8.8pp |
| Annual return | 11.36% | 331.75%-320.4pp | 263.57%-252.2pp | 478.56%-467.2pp |
| Employer contribution / active EE | $2,824 | $5,297-46.7% | $4,829-41.5% | $4,837-41.6% |
| Participant deferral / active EE | $9,116 | $7,750+17.6% | $7,352+24.0% | $6,341+43.8% |
| Admin fee / account holder | $125 | $12,554-99.0% | $10,799-98.8% | $12,309-99.0% |