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 | $101,866 | $118,680-14.2% | $98,907+3.0% | $158,922-35.9% |
| Participation rate | 83.3% | 77.8%+5.5pp | 76.0%+7.3pp | 82.0%+1.4pp |
| Annual return | 15.98% | 372.35%-356.4pp | 196.43%-180.4pp | 302.83%-286.8pp |
| Employer contribution / active EE | $511 | $3,333-84.7% | $2,689-81.0% | $4,761-89.3% |
| Participant deferral / active EE | $2,553 | $5,088-49.8% | $4,244-39.8% | $5,982-57.3% |
| Admin fee / account holder | $42 | $10,131-99.6% | $6,642-99.4% | $11,246-99.6% |