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 | $116,364 | $106,890+8.9% | $84,015+38.5% | $152,861-23.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 15.95% | 104.99%-89.0pp | 71.31%-55.4pp | 345.32%-329.4pp |
| Employer contribution / active EE | $1,243 | $2,734-54.5% | $1,983-37.3% | $4,762-73.9% |
| Participant deferral / active EE | $4,742 | $4,011+18.2% | $3,239+46.4% | $5,850-18.9% |
| Admin fee / account holder | $212 | $8,285-97.4% | $6,101-96.5% | $11,596-98.2% |