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 | $123,024 | $157,256-21.8% | $141,162-12.8% | $152,861-19.5% |
| Participation rate | 95.5% | 84.8%+10.6pp | 82.5%+13.0pp | 82.4%+13.0pp |
| Annual return | 17.65% | 64.32%-46.7pp | 71.39%-53.7pp | 345.32%-327.7pp |
| Employer contribution / active EE | $2,179 | $5,261-58.6% | $4,735-54.0% | $4,762-54.2% |
| Participant deferral / active EE | $4,977 | $7,109-30.0% | $6,709-25.8% | $5,850-14.9% |
| Admin fee / account holder | -$92 | $12,120-100.8% | $10,261-100.9% | $11,596-100.8% |