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 | $142,905 | $101,069+41.4% | $81,478+75.4% | $147,584-3.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 15.12% | 32.40%-17.3pp | 38.78%-23.7pp | 578.55%-563.4pp |
| Employer contribution / active EE | $1,835 | $3,205-42.7% | $2,568-28.5% | $4,876-62.4% |
| Participant deferral / active EE | $3,580 | $4,242-15.6% | $3,537+1.2% | $5,439-34.2% |
| Admin fee / account holder | $102 | $5,812-98.3% | $4,561-97.8% | $10,885-99.1% |