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 | $100,265 | $105,998-5.4% | $92,233+8.7% | $147,584-32.1% |
| Participation rate | 84.6% | 80.4%+4.2pp | 76.5%+8.1pp | 82.8%+1.8pp |
| Annual return | 12.93% | 50.05%-37.1pp | 176.28%-163.3pp | 578.55%-565.6pp |
| Employer contribution / active EE | $2,367 | $4,333-45.4% | $3,679-35.7% | $4,876-51.5% |
| Participant deferral / active EE | $8,306 | $4,478+85.5% | $3,897+113.2% | $5,439+52.7% |
| Admin fee / account holder | $298 | $6,332-95.3% | $5,194-94.3% | $10,885-97.3% |