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 | $132,752 | $105,126+26.3% | $94,646+40.3% | $139,434-4.8% |
| Participation rate | 70.6% | 82.4%-11.8pp | 80.8%-10.2pp | 80.3%-9.7pp |
| Annual return | 54.29% | 38.03%+16.3pp | 156.71%-102.4pp | 372.94%-318.6pp |
| Employer contribution / active EE | $2,665 | $4,106-35.1% | $3,672-27.4% | $4,751-43.9% |
| Participant deferral / active EE | $6,407 | $7,599-15.7% | $7,418-13.6% | $6,710-4.5% |
| Admin fee / account holder | $241 | $8,984-97.3% | $7,231-96.7% | $11,403-97.9% |