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 | $115,409 | $115,770-0.3% | $101,248+14.0% | $158,922-27.4% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.8%-5.8pp | 82.0%-12.0pp |
| Annual return | 17.98% | 56.14%-38.2pp | 46.47%-28.5pp | 302.83%-284.8pp |
| Employer contribution / active EE | $2,466 | $4,175-40.9% | $3,660-32.6% | $4,761-48.2% |
| Participant deferral / active EE | $5,150 | $4,957+3.9% | $4,370+17.9% | $5,982-13.9% |
| Admin fee / account holder | $4 | $7,245-99.9% | $5,945-99.9% | $11,246-100.0% |