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 | $142,692 | $105,859+34.8% | $90,160+58.3% | $147,584-3.3% |
| Participation rate | 92.3% | 79.7%+12.6pp | 76.9%+15.4pp | 82.8%+9.5pp |
| Annual return | 15.38% | 37.63%-22.2pp | 34.88%-19.5pp | 578.55%-563.2pp |
| Employer contribution / active EE | $1,353 | $4,126-67.2% | $3,318-59.2% | $4,876-72.3% |
| Participant deferral / active EE | $3,452 | $5,733-39.8% | $5,288-34.7% | $5,439-36.5% |
| Admin fee / account holder | $41 | $8,046-99.5% | $5,943-99.3% | $10,885-99.6% |