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 | $110,501 | $127,777-13.5% | $106,548+3.7% | $167,490-34.0% |
| Participation rate | 75.0% | 78.3%-3.3pp | 76.1%-1.1pp | 82.1%-7.1pp |
| Annual return | 15.73% | 33.87%-18.1pp | 26.80%-11.1pp | 478.56%-462.8pp |
| Employer contribution / active EE | $1,646 | $3,427-52.0% | $2,819-41.6% | $4,837-66.0% |
| Participant deferral / active EE | $2,435 | $5,087-52.1% | $4,398-44.6% | $6,341-61.6% |
| Admin fee / account holder | $10 | $11,228-99.9% | $7,407-99.9% | $12,309-99.9% |