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 | $119,134 | $109,982+8.3% | $97,226+22.5% | $145,922-18.4% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 14.31% | 242.90%-228.6pp | 75.13%-60.8pp | 561.29%-547.0pp |
| Employer contribution / active EE | $893 | $3,084-71.0% | $2,729-67.3% | $4,660-80.8% |
| Participant deferral / active EE | $6,925 | $4,676+48.1% | $4,264+62.4% | $6,688+3.5% |
| Admin fee / account holder | $20 | $6,221-99.7% | $5,654-99.6% | $13,397-99.9% |