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 | $87,933 | $99,652-11.8% | $78,778+11.6% | $147,584-40.4% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.2%+5.8pp | 82.8%-7.8pp |
| Annual return | 16.70% | 47.28%-30.6pp | 35.62%-18.9pp | 578.55%-561.8pp |
| Employer contribution / active EE | $1,068 | $2,796-61.8% | $1,986-46.2% | $4,876-78.1% |
| Participant deferral / active EE | $5,587 | $3,664+52.5% | $2,958+88.9% | $5,439+2.7% |
| Admin fee / account holder | $13 | $7,155-99.8% | $5,134-99.8% | $10,885-99.9% |