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 | $139,524 | $104,251+33.8% | $91,001+53.3% | $147,584-5.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 9.00% | 27.06%-18.1pp | 4.60%+4.4pp | 578.55%-569.5pp |
| Employer contribution / active EE | $4,314 | $3,116+38.5% | $2,456+75.7% | $4,876-11.5% |
| Participant deferral / active EE | $2,101 | $4,195-49.9% | $3,547-40.8% | $5,439-61.4% |
| Admin fee / account holder | $28 | $8,948-99.7% | $5,417-99.5% | $10,885-99.7% |