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 | $138,943 | $103,376+34.4% | $87,100+59.5% | $152,861-9.1% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.9%+8.8pp | 82.4%+3.3pp |
| Annual return | 22.43% | 28.10%-5.7pp | 28.19%-5.8pp | 345.32%-322.9pp |
| Employer contribution / active EE | $1,893 | $3,220-41.2% | $2,521-24.9% | $4,762-60.3% |
| Participant deferral / active EE | $6,306 | $4,778+32.0% | $4,049+55.8% | $5,850+7.8% |
| Admin fee / account holder | $10 | $12,205-99.9% | $7,497-99.9% | $11,596-99.9% |