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 | $115,107 | $99,877+15.2% | $84,966+35.5% | $145,922-21.1% |
| Participation rate | 84.2% | 74.1%+10.1pp | 67.5%+16.7pp | 80.3%+3.9pp |
| Annual return | 24.96% | 83.76%-58.8pp | 66.38%-41.4pp | 561.29%-536.3pp |
| Employer contribution / active EE | $2,401 | $3,231-25.7% | $2,727-11.9% | $4,660-48.5% |
| Participant deferral / active EE | $5,945 | $5,291+12.4% | $4,519+31.5% | $6,688-11.1% |
| Admin fee / account holder | $11 | $7,248-99.9% | $6,149-99.8% | $13,397-99.9% |