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 | $105,789 | $96,305+9.8% | $80,569+31.3% | $139,434-24.1% |
| Participation rate | 92.3% | 73.6%+18.7pp | 67.0%+25.3pp | 80.3%+12.0pp |
| Annual return | 13.49% | 1350.08%-1336.6pp | 935.43%-921.9pp | 372.94%-359.4pp |
| Employer contribution / active EE | $1,892 | $3,262-42.0% | $2,723-30.5% | $4,751-60.2% |
| Participant deferral / active EE | $4,435 | $5,232-15.2% | $4,447-0.3% | $6,710-33.9% |
| Admin fee / account holder | $234 | $6,599-96.5% | $5,377-95.7% | $11,403-98.0% |