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 | $88,803 | $99,652-10.9% | $78,778+12.7% | $147,584-39.8% |
| Participation rate | 92.3% | 76.2%+16.1pp | 69.2%+23.1pp | 82.8%+9.5pp |
| Annual return | 16.23% | 47.28%-31.1pp | 35.62%-19.4pp | 578.55%-562.3pp |
| Employer contribution / active EE | $2,354 | $2,796-15.8% | $1,986+18.6% | $4,876-51.7% |
| Participant deferral / active EE | $4,795 | $3,664+30.9% | $2,958+62.1% | $5,439-11.8% |
| Admin fee / account holder | $88 | $7,155-98.8% | $5,134-98.3% | $10,885-99.2% |