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 | $123,929 | $144,119-14.0% | $117,854+5.2% | $147,584-16.0% |
| Participation rate | 87.5% | 83.4%+4.1pp | 79.7%+7.8pp | 82.8%+4.7pp |
| Annual return | 10.73% | 531.15%-520.4pp | 335.08%-324.3pp | 578.55%-567.8pp |
| Employer contribution / active EE | $1,476 | $4,896-69.8% | $3,786-61.0% | $4,876-69.7% |
| Participant deferral / active EE | $3,515 | $5,316-33.9% | $4,482-21.6% | $5,439-35.4% |
| Admin fee / account holder | $148 | $10,886-98.6% | $8,020-98.2% | $10,885-98.6% |