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 | $146,528 | $112,881+29.8% | $90,951+61.1% | $158,922-7.8% |
| Participation rate | 90.9% | 74.7%+16.2pp | 69.0%+21.9pp | 82.0%+9.0pp |
| Annual return | 15.65% | 215.79%-200.1pp | 134.60%-119.0pp | 302.83%-287.2pp |
| Employer contribution / active EE | $1,211 | $2,893-58.1% | $2,122-42.9% | $4,761-74.6% |
| Participant deferral / active EE | $4,024 | $4,128-2.5% | $3,373+19.3% | $5,982-32.7% |
| Admin fee / account holder | $179 | $8,041-97.8% | $5,959-97.0% | $11,246-98.4% |