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 | $106,712 | $99,652+7.1% | $78,778+35.5% | $147,584-27.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 11.61% | 47.28%-35.7pp | 35.62%-24.0pp | 578.55%-566.9pp |
| Employer contribution / active EE | $2,777 | $2,796-0.7% | $1,986+39.9% | $4,876-43.1% |
| Participant deferral / active EE | $1,990 | $3,664-45.7% | $2,958-32.7% | $5,439-63.4% |
| Admin fee / account holder | $279 | $7,155-96.1% | $5,134-94.6% | $10,885-97.4% |