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 | $146,822 | $112,096+31.0% | $95,952+53.0% | $158,922-7.6% |
| Participation rate | 90.9% | 79.0%+11.9pp | 77.1%+13.8pp | 82.0%+9.0pp |
| Annual return | 14.77% | 171.09%-156.3pp | 91.61%-76.8pp | 302.83%-288.1pp |
| Employer contribution / active EE | $1,350 | $3,198-57.8% | $2,541-46.9% | $4,761-71.6% |
| Participant deferral / active EE | $10,502 | $4,784+119.5% | $4,167+152.0% | $5,982+75.6% |
| Admin fee / account holder | $72 | $10,130-99.3% | $6,795-98.9% | $11,246-99.4% |