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 | $132,262 | $109,327+21.0% | $89,391+48.0% | $158,922-16.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 20.88% | 345.68%-324.8pp | 245.62%-224.7pp | 302.83%-281.9pp |
| Employer contribution / active EE | $5,086 | $3,170+60.5% | $2,586+96.7% | $4,761+6.8% |
| Participant deferral / active EE | $15,742 | $4,598+242.4% | $3,890+304.7% | $5,982+163.2% |
| Admin fee / account holder | $87 | $6,153-98.6% | $4,881-98.2% | $11,246-99.2% |