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 | $110,719 | $90,503+22.3% | $78,689+40.7% | $273,961-59.6% |
| Participation rate | 85.7% | 76.5%+9.2pp | 73.6%+12.2pp | 83.0%+2.7pp |
| Annual return | 13.84% | 75.60%-61.8pp | 62.18%-48.3pp | 41.45%-27.6pp |
| Employer contribution / active EE | $1,422 | $3,176-55.2% | $2,851-50.1% | $4,869-70.8% |
| Participant deferral / active EE | $7,978 | $3,901+104.5% | $3,517+126.9% | $5,287+50.9% |
| Admin fee / account holder | $221 | $5,263-95.8% | $4,510-95.1% | $10,132-97.8% |