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 | $100,689 | $105,998-5.0% | $92,233+9.2% | $147,584-31.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.63% | 50.05%-29.4pp | 176.28%-155.7pp | 578.55%-557.9pp |
| Employer contribution / active EE | $2,651 | $4,333-38.8% | $3,679-28.0% | $4,876-45.6% |
| Participant deferral / active EE | $9,721 | $4,478+117.1% | $3,897+149.5% | $5,439+78.7% |
| Admin fee / account holder | $11 | $6,332-99.8% | $5,194-99.8% | $10,885-99.9% |