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 | $128,588 | $157,256-18.2% | $141,162-8.9% | $152,861-15.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.94% | 64.32%-45.4pp | 71.39%-52.4pp | 345.32%-326.4pp |
| Employer contribution / active EE | $1,024 | $5,261-80.5% | $4,735-78.4% | $4,762-78.5% |
| Participant deferral / active EE | $2,331 | $7,109-67.2% | $6,709-65.3% | $5,850-60.2% |
| Admin fee / account holder | $67 | $12,120-99.4% | $10,261-99.4% | $11,596-99.4% |