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 | $134,258 | $106,584+26.0% | $101,326+32.5% | $142,382-5.7% |
| Participation rate | 91.3% | 82.7%+8.6pp | 81.5%+9.8pp | 80.1%+11.2pp |
| Annual return | 17.28% | 36.93%-19.6pp | 36.82%-19.5pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,415 | $3,956-64.2% | $3,665-61.4% | $4,299-67.1% |
| Participant deferral / active EE | $5,060 | $8,297-39.0% | $7,994-36.7% | $6,507-22.2% |
| Admin fee / account holder | $224 | $11,446-98.0% | $11,185-98.0% | $12,624-98.2% |