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 | $103,570 | $111,724-7.3% | $93,606+10.6% | $145,922-29.0% |
| Participation rate | 90.9% | 74.2%+16.7pp | 68.7%+22.2pp | 80.3%+10.6pp |
| Annual return | 21.28% | 202.98%-181.7pp | 133.20%-111.9pp | 561.29%-540.0pp |
| Employer contribution / active EE | $6,952 | $3,090+125.0% | $2,420+187.3% | $4,660+49.2% |
| Participant deferral / active EE | $1,349 | $4,912-72.5% | $4,411-69.4% | $6,688-79.8% |
| Admin fee / account holder | $43 | $10,250-99.6% | $8,285-99.5% | $13,397-99.7% |