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 | $115,549 | $112,096+3.1% | $95,952+20.4% | $158,922-27.3% |
| Participation rate | 90.9% | 79.0%+11.9pp | 77.1%+13.8pp | 82.0%+9.0pp |
| Annual return | 7.08% | 171.09%-164.0pp | 91.61%-84.5pp | 302.83%-295.7pp |
| Employer contribution / active EE | $2,029 | $3,198-36.6% | $2,541-20.2% | $4,761-57.4% |
| Participant deferral / active EE | $4,161 | $4,784-13.0% | $4,167-0.1% | $5,982-30.4% |
| Admin fee / account holder | $2 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |