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 4-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 | $117,372 | $106,515+10.2% | $96,683+21.4% | $139,434-15.8% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 21.56% | 38.43%-16.9pp | 35.69%-14.1pp | 372.94%-351.4pp |
| Employer contribution / active EE | $1,216 | $4,103-70.4% | $3,737-67.5% | $4,751-74.4% |
| Participant deferral / active EE | $11,900 | $5,454+118.2% | $4,878+143.9% | $6,710+77.3% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |