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 | $127,234 | $150,187-15.3% | $120,354+5.7% | $145,922-12.8% |
| Participation rate | 85.7% | 78.8%+7.0pp | 71.9%+13.8pp | 80.3%+5.4pp |
| Annual return | 10.52% | 154.07%-143.5pp | 107.15%-96.6pp | 561.29%-550.8pp |
| Employer contribution / active EE | $1,173 | $4,348-73.0% | $3,463-66.1% | $4,660-74.8% |
| Participant deferral / active EE | $2,360 | $6,173-61.8% | $4,991-52.7% | $6,688-64.7% |
| Admin fee / account holder | $48 | $12,207-99.6% | $9,423-99.5% | $13,397-99.6% |