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 | $93,945 | $104,974-10.5% | $95,585-1.7% | $142,382-34.0% |
| Participation rate | 83.3% | 75.0%+8.4pp | 72.1%+11.3pp | 80.1%+3.2pp |
| Annual return | 15.18% | 210.33%-195.1pp | 38.56%-23.4pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,943 | $2,779-30.1% | $2,527-23.1% | $4,299-54.8% |
| Participant deferral / active EE | $3,318 | $4,352-23.8% | $4,023-17.5% | $6,507-49.0% |
| Admin fee / account holder | $18 | $6,386-99.7% | $6,127-99.7% | $12,624-99.9% |