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 | $102,716 | $99,079+3.7% | $77,999+31.7% | $273,961-62.5% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.5%+14.5pp | 83.0%+7.0pp |
| Annual return | 6.78% | 217.93%-211.2pp | 425.96%-419.2pp | 41.45%-34.7pp |
| Employer contribution / active EE | $1,970 | $3,308-40.4% | $2,470-20.2% | $4,869-59.5% |
| Participant deferral / active EE | $8,423 | $4,306+95.6% | $3,497+140.9% | $5,287+59.3% |
| Admin fee / account holder | $6 | $8,954-99.9% | $5,480-99.9% | $10,132-99.9% |