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 | $139,862 | $115,770+20.8% | $101,248+38.1% | $158,922-12.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.47% | 56.14%-37.7pp | 46.47%-28.0pp | 302.83%-284.4pp |
| Employer contribution / active EE | $4,350 | $4,175+4.2% | $3,660+18.9% | $4,761-8.6% |
| Participant deferral / active EE | $4,199 | $4,957-15.3% | $4,370-3.9% | $5,982-29.8% |
| Admin fee / account holder | $149 | $7,245-97.9% | $5,945-97.5% | $11,246-98.7% |