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 | $128,655 | $102,966+24.9% | $90,281+42.5% | $152,861-15.8% |
| Participation rate | 88.9% | 75.9%+13.0pp | 73.3%+15.6pp | 82.4%+6.4pp |
| Annual return | 26.49% | 95.16%-68.7pp | 78.10%-51.6pp | 345.32%-318.8pp |
| Employer contribution / active EE | $2,966 | $3,139-5.5% | $2,854+3.9% | $4,762-37.7% |
| Participant deferral / active EE | $4,594 | $4,281+7.3% | $3,885+18.2% | $5,850-21.5% |
| Admin fee / account holder | $21 | $6,171-99.7% | $5,351-99.6% | $11,596-99.8% |