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 | $90,528 | $107,334-15.7% | $92,893-2.5% | $152,861-40.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 19.44% | 145.58%-126.1pp | 109.41%-90.0pp | 345.32%-325.9pp |
| Employer contribution / active EE | $2,365 | $4,221-44.0% | $3,653-35.2% | $4,762-50.3% |
| Participant deferral / active EE | $5,218 | $4,845+7.7% | $4,236+23.2% | $5,850-10.8% |
| Admin fee / account holder | $135 | $7,079-98.1% | $5,794-97.7% | $11,596-98.8% |