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 | $133,861 | $101,069+32.4% | $81,478+64.3% | $147,584-9.3% |
| Participation rate | 90.0% | 74.5%+15.5pp | 68.0%+22.0pp | 82.8%+7.2pp |
| Annual return | 18.38% | 32.40%-14.0pp | 38.78%-20.4pp | 578.55%-560.2pp |
| Employer contribution / active EE | $2,268 | $3,205-29.2% | $2,568-11.7% | $4,876-53.5% |
| Participant deferral / active EE | $5,529 | $4,242+30.3% | $3,537+56.3% | $5,439+1.7% |
| Admin fee / account holder | $40 | $5,812-99.3% | $4,561-99.1% | $10,885-99.6% |