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 | $129,007 | $123,793+4.2% | $177,821-27.5% | $79,858+61.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 20.97% | 22.82%-1.9pp | 48.32%-27.4pp | 31.71%-10.7pp |
| Employer contribution / active EE | $2,949 | $4,095-28.0% | $5,918-50.2% | $2,471+19.4% |
| Participant deferral / active EE | $3,200 | $5,956-46.3% | $7,714-58.5% | $3,740-14.4% |
| Admin fee / account holder | $191 | $7,243-97.4% | $12,427-98.5% | $5,306-96.4% |