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 | $99,724 | $107,334-7.1% | $92,893+7.4% | $152,861-34.8% |
| Participation rate | 78.6% | 79.8%-1.2pp | 76.0%+2.6pp | 82.4%-3.9pp |
| Annual return | 22.17% | 145.58%-123.4pp | 109.41%-87.2pp | 345.32%-323.1pp |
| Employer contribution / active EE | $2,755 | $4,221-34.7% | $3,653-24.6% | $4,762-42.1% |
| Participant deferral / active EE | $6,299 | $4,845+30.0% | $4,236+48.7% | $5,850+7.7% |
| Admin fee / account holder | $52 | $7,079-99.3% | $5,794-99.1% | $11,596-99.6% |