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 | $134,086 | $102,317+31.0% | $146,958-8.8% | $80,856+65.8% |
| Participation rate | 85.5% | 75.8%+9.6pp | 82.2%+3.3pp | 67.6%+17.8pp |
| Annual return | 23.98% | 134.76%-110.8pp | 418.34%-394.4pp | 35.59%-11.6pp |
| Employer contribution / active EE | $2,031 | $3,713-45.3% | $4,933-58.8% | $2,755-26.3% |
| Participant deferral / active EE | $5,603 | $6,644-15.7% | $8,070-30.6% | $4,296+30.4% |
| Admin fee / account holder | $76 | $7,941-99.0% | $12,998-99.4% | $6,918-98.9% |