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 | $164,906 | $115,770+42.4% | $101,248+62.9% | $158,922+3.8% |
| Participation rate | 76.2% | 79.4%-3.2pp | 75.8%+0.4pp | 82.0%-5.8pp |
| Annual return | 12.24% | 56.14%-43.9pp | 46.47%-34.2pp | 302.83%-290.6pp |
| Employer contribution / active EE | $2,253 | $4,175-46.0% | $3,660-38.4% | $4,761-52.7% |
| Participant deferral / active EE | $7,696 | $4,957+55.2% | $4,370+76.1% | $5,982+28.6% |
| Admin fee / account holder | $28 | $7,245-99.6% | $5,945-99.5% | $11,246-99.8% |