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 | $119,864 | $154,117-22.2% | $129,995-7.8% | $139,434-14.0% |
| Participation rate | 92.9% | 82.0%+10.9pp | 78.5%+14.4pp | 80.3%+12.5pp |
| Annual return | 18.19% | 32.48%-14.3pp | -137.18%+155.4pp | 372.94%-354.8pp |
| Employer contribution / active EE | $3,125 | $5,289-40.9% | $4,320-27.6% | $4,751-34.2% |
| Participant deferral / active EE | $5,653 | $6,710-15.8% | $5,820-2.9% | $6,710-15.8% |
| Admin fee / account holder | $11 | $14,007-99.9% | $10,614-99.9% | $11,403-99.9% |