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 | $128,425 | $81,632+57.3% | $70,449+82.3% | $158,922-19.2% |
| Participation rate | 80.0% | 77.7%+2.3pp | 75.1%+4.9pp | 82.0%-2.0pp |
| Annual return | 15.50% | 208.40%-192.9pp | 109.03%-93.5pp | 302.83%-287.3pp |
| Employer contribution / active EE | $2,078 | $3,217-35.4% | $2,737-24.1% | $4,761-56.4% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,709-100.0% | $5,982-100.0% |
| Admin fee / account holder | $127 | $6,193-98.0% | $3,845-96.7% | $11,246-98.9% |