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 | $102,382+25.5% | $147,005-12.6% | $80,874+58.9% |
| Participation rate | 89.2% | 75.8%+13.3pp | 82.2%+7.0pp | 67.6%+21.5pp |
| Annual return | 14.31% | 134.89%-120.6pp | 418.76%-404.5pp | 35.62%-21.3pp |
| Employer contribution / active EE | $4,231 | $3,715+13.9% | $4,934-14.2% | $2,756+53.6% |
| Participant deferral / active EE | $9,896 | $6,646+48.9% | $8,070+22.6% | $4,297+130.3% |
| Admin fee / account holder | $283 | $7,942-96.4% | $13,006-97.8% | $6,935-95.9% |