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 | $123,021 | $103,376+19.0% | $87,100+41.2% | $152,861-19.5% |
| Participation rate | 76.2% | 79.3%-3.2pp | 76.9%-0.7pp | 82.4%-6.3pp |
| Annual return | 23.75% | 28.10%-4.4pp | 28.19%-4.4pp | 345.32%-321.6pp |
| Employer contribution / active EE | $1,987 | $3,220-38.3% | $2,521-21.2% | $4,762-58.3% |
| Participant deferral / active EE | $4,000 | $4,778-16.3% | $4,049-1.2% | $5,850-31.6% |
| Admin fee / account holder | $166 | $12,205-98.6% | $7,497-97.8% | $11,596-98.6% |