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 | $105,119 | $106,890-1.7% | $84,015+25.1% | $152,861-31.2% |
| Participation rate | 72.2% | 75.2%-3.0pp | 69.0%+3.2pp | 82.4%-10.2pp |
| Annual return | 23.42% | 104.99%-81.6pp | 71.31%-47.9pp | 345.32%-321.9pp |
| Employer contribution / active EE | $2,084 | $2,734-23.8% | $1,983+5.1% | $4,762-56.2% |
| Participant deferral / active EE | $5,009 | $4,011+24.9% | $3,239+54.7% | $5,850-14.4% |
| Admin fee / account holder | $14 | $8,285-99.8% | $6,101-99.8% | $11,596-99.9% |