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 | $83,856 | $99,079-15.4% | $77,999+7.5% | $273,961-69.4% |
| Participation rate | 84.2% | 78.6%+5.6pp | 75.5%+8.7pp | 83.0%+1.2pp |
| Annual return | 8.82% | 217.93%-209.1pp | 425.96%-417.1pp | 41.45%-32.6pp |
| Employer contribution / active EE | $2,243 | $3,308-32.2% | $2,470-9.2% | $4,869-53.9% |
| Participant deferral / active EE | $3,198 | $4,306-25.7% | $3,497-8.5% | $5,287-39.5% |
| Admin fee / account holder | $193 | $8,954-97.8% | $5,480-96.5% | $10,132-98.1% |