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 | $81,933 | $175,202-53.2% | $149,673-45.3% | $139,434-41.2% |
| Participation rate | 84.6% | 83.4%+1.2pp | 78.8%+5.8pp | 80.3%+4.3pp |
| Annual return | 25.01% | 166.71%-141.7pp | 134.42%-109.4pp | 372.94%-347.9pp |
| Employer contribution / active EE | $3,978 | $5,474-27.3% | $4,818-17.4% | $4,751-16.3% |
| Participant deferral / active EE | $5,754 | $6,519-11.7% | $5,680+1.3% | $6,710-14.2% |
| Admin fee / account holder | $122 | $16,150-99.2% | $13,210-99.1% | $11,403-98.9% |