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 | $141,243 | $104,974+34.6% | $95,585+47.8% | $142,382-0.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 18.33% | 210.33%-192.0pp | 38.56%-20.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $3,008 | $2,779+8.3% | $2,527+19.1% | $4,299-30.0% |
| Participant deferral / active EE | $7,814 | $4,352+79.6% | $4,023+94.3% | $6,507+20.1% |
| Admin fee / account holder | $6 | $6,386-99.9% | $6,127-99.9% | $12,624-100.0% |