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 | $125,332 | $104,251+20.2% | $91,001+37.7% | $147,584-15.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 11.23% | 27.06%-15.8pp | 4.60%+6.6pp | 578.55%-567.3pp |
| Employer contribution / active EE | $1,688 | $3,116-45.8% | $2,456-31.3% | $4,876-65.4% |
| Participant deferral / active EE | $1,158 | $4,195-72.4% | $3,547-67.4% | $5,439-78.7% |
| Admin fee / account holder | $19 | $8,948-99.8% | $5,417-99.6% | $10,885-99.8% |