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 | $140,747 | $117,983+19.3% | $101,794+38.3% | $142,382-1.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 17.77% | 36.92%-19.1pp | 30.53%-12.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $4,673 | $2,773+68.5% | $2,289+104.1% | $4,299+8.7% |
| Participant deferral / active EE | $5,021 | $4,714+6.5% | $4,084+22.9% | $6,507-22.8% |
| Admin fee / account holder | $50 | $10,433-99.5% | $8,777-99.4% | $12,624-99.6% |