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 | $120,868 | $144,119-16.1% | $117,854+2.6% | $147,584-18.1% |
| Participation rate | 89.5% | 83.4%+6.1pp | 79.7%+9.8pp | 82.8%+6.6pp |
| Annual return | 16.11% | 531.15%-515.0pp | 335.08%-319.0pp | 578.55%-562.4pp |
| Employer contribution / active EE | $6,474 | $4,896+32.2% | $3,786+71.0% | $4,876+32.8% |
| Participant deferral / active EE | $3,922 | $5,316-26.2% | $4,482-12.5% | $5,439-27.9% |
| Admin fee / account holder | $2 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |