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 | $126,791 | $102,966+23.1% | $90,281+40.4% | $152,861-17.1% |
| Participation rate | 71.4% | 75.9%-4.4pp | 73.3%-1.8pp | 82.4%-11.0pp |
| Annual return | 25.29% | 95.16%-69.9pp | 78.10%-52.8pp | 345.32%-320.0pp |
| Employer contribution / active EE | $2,138 | $3,139-31.9% | $2,854-25.1% | $4,762-55.1% |
| Participant deferral / active EE | $7,023 | $4,281+64.0% | $3,885+80.7% | $5,850+20.0% |
| Admin fee / account holder | $147 | $6,171-97.6% | $5,351-97.3% | $11,596-98.7% |