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 | $134,134 | $100,852+33.0% | $90,404+48.4% | $158,922-15.6% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 15.97% | 1724.20%-1708.2pp | 1293.02%-1277.0pp | 302.83%-286.9pp |
| Employer contribution / active EE | $1,105 | $3,689-70.0% | $3,262-66.1% | $4,761-76.8% |
| Participant deferral / active EE | $6,928 | $4,348+59.3% | $3,963+74.8% | $5,982+15.8% |
| Admin fee / account holder | $124 | $6,501-98.1% | $5,611-97.8% | $11,246-98.9% |