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 | $115,857 | $96,635+19.9% | $86,612+33.8% | $139,434-16.9% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 16.33% | 106.41%-90.1pp | 591.07%-574.7pp | 372.94%-356.6pp |
| Employer contribution / active EE | $3,335 | $3,263+2.2% | $3,022+10.3% | $4,751-29.8% |
| Participant deferral / active EE | $4,764 | $4,836-1.5% | $4,438+7.4% | $6,710-29.0% |
| Admin fee / account holder | $51 | $6,408-99.2% | $5,614-99.1% | $11,403-99.6% |