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 | $123,489 | $103,376+19.5% | $87,100+41.8% | $152,861-19.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 23.33% | 28.10%-4.8pp | 28.19%-4.9pp | 345.32%-322.0pp |
| Employer contribution / active EE | $2,642 | $3,220-18.0% | $2,521+4.8% | $4,762-44.5% |
| Participant deferral / active EE | $3,168 | $4,778-33.7% | $4,049-21.7% | $5,850-45.8% |
| Admin fee / account holder | $99 | $12,205-99.2% | $7,497-98.7% | $11,596-99.1% |