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 | $153,747 | $114,381+34.4% | $107,525+43.0% | $142,382+8.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.20% | 242.71%-227.5pp | 181.32%-166.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,866 | $4,015-28.6% | $3,754-23.6% | $4,299-33.3% |
| Participant deferral / active EE | $6,822 | $5,564+22.6% | $5,116+33.4% | $6,507+4.8% |
| Admin fee / account holder | $7 | $9,860-99.9% | $8,919-99.9% | $12,624-99.9% |