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 | $133,166 | $100,852+32.0% | $90,404+47.3% | $158,922-16.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 8.14% | 1724.20%-1716.1pp | 1293.02%-1284.9pp | 302.83%-294.7pp |
| Employer contribution / active EE | $7,376 | $3,689+100.0% | $3,262+126.1% | $4,761+54.9% |
| Participant deferral / active EE | $1,080 | $4,348-75.2% | $3,963-72.7% | $5,982-81.9% |
| Admin fee / account holder | $26 | $6,501-99.6% | $5,611-99.5% | $11,246-99.8% |