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 | $105,906 | $150,187-29.5% | $120,354-12.0% | $145,922-27.4% |
| Participation rate | 92.9% | 78.8%+14.1pp | 71.9%+20.9pp | 80.3%+12.6pp |
| Annual return | 12.78% | 154.07%-141.3pp | 107.15%-94.4pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,576 | $4,348-63.8% | $3,463-54.5% | $4,660-66.2% |
| Participant deferral / active EE | $3,829 | $6,173-38.0% | $4,991-23.3% | $6,688-42.7% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |