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 | $128,306 | $183,519-30.1% | $155,509-17.5% | $145,922-12.1% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 11.78% | 61.17%-49.4pp | 64.67%-52.9pp | 561.29%-549.5pp |
| Employer contribution / active EE | $6,465 | $5,313+21.7% | $4,672+38.4% | $4,660+38.7% |
| Participant deferral / active EE | $2,575 | $6,462-60.2% | $5,626-54.2% | $6,688-61.5% |
| Admin fee / account holder | $261 | $19,313-98.6% | $15,912-98.4% | $13,397-98.1% |