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 | $140,690 | $165,912-15.2% | $122,332+15.0% | $147,584-4.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 27.77% | 34.55%-6.8pp | 30.27%-2.5pp | 578.55%-550.8pp |
| Employer contribution / active EE | $1,286 | $5,754-77.7% | $4,050-68.3% | $4,876-73.6% |
| Participant deferral / active EE | $4,447 | $4,005+11.0% | $3,287+35.3% | $5,439-18.2% |
| Admin fee / account holder | $20 | $7,424-99.7% | $5,478-99.6% | $10,885-99.8% |