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 | $89,014 | $112,096-20.6% | $95,952-7.2% | $158,922-44.0% |
| Participation rate | 83.3% | 79.0%+4.4pp | 77.1%+6.3pp | 82.0%+1.4pp |
| Annual return | 10.73% | 171.09%-160.4pp | 91.61%-80.9pp | 302.83%-292.1pp |
| Employer contribution / active EE | $2,073 | $3,198-35.2% | $2,541-18.4% | $4,761-56.5% |
| Participant deferral / active EE | $5,479 | $4,784+14.5% | $4,167+31.5% | $5,982-8.4% |
| Admin fee / account holder | $209 | $10,130-97.9% | $6,795-96.9% | $11,246-98.1% |