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 | $127,930 | $99,079+29.1% | $77,999+64.0% | $273,961-53.3% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.5%+7.8pp | 83.0%+0.3pp |
| Annual return | 4.41% | 217.93%-213.5pp | 425.96%-421.6pp | 41.45%-37.0pp |
| Employer contribution / active EE | $1,774 | $3,308-46.4% | $2,470-28.2% | $4,869-63.6% |
| Participant deferral / active EE | $2,380 | $4,306-44.7% | $3,497-31.9% | $5,287-55.0% |
| Admin fee / account holder | $7 | $8,954-99.9% | $5,480-99.9% | $10,132-99.9% |