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 | $102,469 | $97,044+5.6% | $83,333+23.0% | $135,375-24.3% |
| Participation rate | 90.9% | 80.4%+10.5pp | 77.8%+13.1pp | 82.6%+8.3pp |
| Annual return | 6.97% | 12.31%-5.3pp | 10.63%-3.7pp | 519.73%-512.8pp |
| Employer contribution / active EE | $857 | $4,143-79.3% | $3,379-74.6% | $4,779-82.1% |
| Participant deferral / active EE | $3,254 | $5,964-45.4% | $5,565-41.5% | $5,609-42.0% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |