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 | $129,625 | $232,540-44.3% | $185,117-30.0% | $147,584-12.2% |
| Participation rate | 78.6% | 82.4%-3.8pp | 77.3%+1.3pp | 82.8%-4.3pp |
| Annual return | 13.44% | 43.03%-29.6pp | 40.50%-27.1pp | 578.55%-565.1pp |
| Employer contribution / active EE | $3,621 | $5,195-30.3% | $4,182-13.4% | $4,876-25.8% |
| Participant deferral / active EE | $7,813 | $5,834+33.9% | $5,045+54.9% | $5,439+43.6% |
| Admin fee / account holder | $8 | $10,275-99.9% | $8,159-99.9% | $10,885-99.9% |