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 | $106,117 | $107,334-1.1% | $92,893+14.2% | $152,861-30.6% |
| Participation rate | 87.0% | 79.8%+7.2pp | 76.0%+11.0pp | 82.4%+4.5pp |
| Annual return | 22.80% | 145.58%-122.8pp | 109.41%-86.6pp | 345.32%-322.5pp |
| Employer contribution / active EE | $1,087 | $4,221-74.2% | $3,653-70.2% | $4,762-77.2% |
| Participant deferral / active EE | $2,505 | $4,845-48.3% | $4,236-40.9% | $5,850-57.2% |
| Admin fee / account holder | $82 | $7,079-98.8% | $5,794-98.6% | $11,596-99.3% |