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 | $131,907 | $104,664+26.0% | $85,682+53.9% | $167,490-21.2% |
| Participation rate | 71.4% | 76.4%-4.9pp | 69.9%+1.6pp | 82.1%-10.7pp |
| Annual return | 41.87% | 21.45%+20.4pp | 21.49%+20.4pp | 478.56%-436.7pp |
| Employer contribution / active EE | $947 | $3,337-71.6% | $2,618-63.8% | $4,837-80.4% |
| Participant deferral / active EE | $1,906 | $4,824-60.5% | $3,923-51.4% | $6,341-69.9% |
| Admin fee / account holder | $61 | $10,032-99.4% | $6,873-99.1% | $12,309-99.5% |