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 | $109,783 | $98,240+11.7% | $82,313+33.4% | $147,584-25.6% |
| Participation rate | 86.7% | 79.7%+6.9pp | 76.9%+9.8pp | 82.8%+3.8pp |
| Annual return | 11.06% | 30.85%-19.8pp | 25.88%-14.8pp | 578.55%-567.5pp |
| Employer contribution / active EE | $1,936 | $3,192-39.3% | $2,428-20.3% | $4,876-60.3% |
| Participant deferral / active EE | $3,730 | $4,383-14.9% | $3,706+0.6% | $5,439-31.4% |
| Admin fee / account holder | $240 | $8,563-97.2% | $5,608-95.7% | $10,885-97.8% |