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 | $120,348 | $197,591-39.1% | $177,821-32.3% | $158,922-24.3% |
| Participation rate | 92.3% | 88.5%+3.8pp | 87.7%+4.6pp | 82.0%+10.3pp |
| Annual return | 9.58% | 58.76%-49.2pp | 48.32%-38.7pp | 302.83%-293.2pp |
| Employer contribution / active EE | $13,455 | $6,697+100.9% | $5,918+127.3% | $4,761+182.6% |
| Participant deferral / active EE | $15,110 | $8,405+79.8% | $7,714+95.9% | $5,982+152.6% |
| Admin fee / account holder | $4 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |