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 | $129,463 | $158,398-18.3% | $126,539+2.3% | $142,382-9.1% |
| Participation rate | 75.0% | 75.8%-0.8pp | 69.8%+5.2pp | 80.1%-5.1pp |
| Annual return | 19.58% | 593.76%-574.2pp | 425.95%-406.4pp | 217.08%-197.5pp |
| Employer contribution / active EE | $635 | $4,650-86.3% | $3,674-82.7% | $4,299-85.2% |
| Participant deferral / active EE | $4,313 | $4,767-9.5% | $4,083+5.6% | $6,507-33.7% |
| Admin fee / account holder | $129 | $6,918-98.1% | $6,065-97.9% | $12,624-99.0% |