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 | $104,772 | $118,849-11.8% | $96,562+8.5% | $167,490-37.4% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.8%+5.2pp | 82.1%-7.1pp |
| Annual return | 38.82% | 50.49%-11.7pp | 37.78%+1.0pp | 478.56%-439.7pp |
| Employer contribution / active EE | $1,371 | $3,120-56.1% | $2,356-41.8% | $4,837-71.7% |
| Participant deferral / active EE | $6,625 | $4,616+43.5% | $3,849+72.1% | $6,341+4.5% |
| Admin fee / account holder | $15 | $8,065-99.8% | $6,181-99.8% | $12,309-99.9% |