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 | $128,767 | $126,574+1.7% | $106,213+21.2% | $145,922-11.8% |
| Participation rate | 77.8% | 77.6%+0.1pp | 75.3%+2.5pp | 80.3%-2.5pp |
| Annual return | 11.22% | 224.79%-213.6pp | 116.14%-104.9pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,579 | $3,730-57.7% | $3,171-50.2% | $4,660-66.1% |
| Participant deferral / active EE | $2,275 | $5,724-60.3% | $5,016-54.6% | $6,688-66.0% |
| Admin fee / account holder | $6 | $17,304-100.0% | $11,033-99.9% | $13,397-100.0% |