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 | $143,233 | $118,680+20.7% | $98,907+44.8% | $158,922-9.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 20.36% | 372.35%-352.0pp | 196.43%-176.1pp | 302.83%-282.5pp |
| Employer contribution / active EE | $2,836 | $3,333-14.9% | $2,689+5.5% | $4,761-40.4% |
| Participant deferral / active EE | $7,572 | $5,088+48.8% | $4,244+78.4% | $5,982+26.6% |
| Admin fee / account holder | $189 | $10,131-98.1% | $6,642-97.2% | $11,246-98.3% |