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 | $137,781 | $99,652+38.3% | $78,778+74.9% | $147,584-6.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 11.53% | 47.28%-35.8pp | 35.62%-24.1pp | 578.55%-567.0pp |
| Employer contribution / active EE | $2,102 | $2,796-24.8% | $1,986+5.9% | $4,876-56.9% |
| Participant deferral / active EE | $2,490 | $3,664-32.0% | $2,958-15.8% | $5,439-54.2% |
| Admin fee / account holder | $15 | $7,155-99.8% | $5,134-99.7% | $10,885-99.9% |