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 | $132,125 | $99,032+33.4% | $80,019+65.1% | $135,375-2.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 6.06% | 15.39%-9.3pp | 11.22%-5.2pp | 519.73%-513.7pp |
| Employer contribution / active EE | $1,748 | $3,043-42.6% | $2,468-29.2% | $4,779-63.4% |
| Participant deferral / active EE | $12,849 | $4,282+200.1% | $3,686+248.6% | $5,609+129.1% |
| Admin fee / account holder | $161 | $10,436-98.5% | $6,521-97.5% | $10,827-98.5% |