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 | $127,465 | $177,572-28.2% | $154,803-17.7% | $142,382-10.5% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 15.62% | 65.07%-49.4pp | 58.88%-43.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $7,214 | $4,810+50.0% | $4,305+67.6% | $4,299+67.8% |
| Participant deferral / active EE | $4,856 | $6,272-22.6% | $5,540-12.4% | $6,507-25.4% |
| Admin fee / account holder | $36 | $16,786-99.8% | $14,329-99.8% | $12,624-99.7% |