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 | $159,748 | $176,812-9.7% | $146,665+8.9% | $167,490-4.6% |
| Participation rate | 83.3% | 83.6%-0.3pp | 80.1%+3.3pp | 82.1%+1.2pp |
| Annual return | 16.75% | 24.03%-7.3pp | 22.74%-6.0pp | 478.56%-461.8pp |
| Employer contribution / active EE | $4,395 | $5,160-14.8% | $4,136+6.3% | $4,837-9.1% |
| Participant deferral / active EE | $15,160 | $6,440+135.4% | $5,506+175.3% | $6,341+139.1% |
| Admin fee / account holder | $10 | $13,259-99.9% | $10,280-99.9% | $12,309-99.9% |