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 | $135,693 | $172,111-21.2% | $150,298-9.7% | $137,256-1.1% |
| Participation rate | 94.1% | 81.7%+12.4pp | 77.8%+16.4pp | 80.0%+14.2pp |
| Annual return | 18.60% | 69.37%-50.8pp | 62.79%-44.2pp | 220.34%-201.7pp |
| Employer contribution / active EE | $2,941 | $4,636-36.6% | $4,154-29.2% | $4,156-29.2% |
| Participant deferral / active EE | $7,058 | $6,166+14.5% | $5,453+29.4% | $6,407+10.2% |
| Admin fee / account holder | $138 | $16,471-99.2% | $14,116-99.0% | $12,270-98.9% |