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 | $128,503 | $102,317+25.6% | $146,958-12.6% | $80,856+58.9% |
| Participation rate | 89.2% | 75.8%+13.4pp | 82.2%+7.0pp | 67.6%+21.6pp |
| Annual return | 14.31% | 134.76%-120.4pp | 418.34%-404.0pp | 35.59%-21.3pp |
| Employer contribution / active EE | $4,231 | $3,713+14.0% | $4,933-14.2% | $2,755+53.6% |
| Participant deferral / active EE | $9,896 | $6,644+49.0% | $8,070+22.6% | $4,296+130.4% |
| Admin fee / account holder | $283 | $7,941-96.4% | $12,998-97.8% | $6,918-95.9% |