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 | $107,228 | $102,966+4.1% | $90,281+18.8% | $152,861-29.9% |
| Participation rate | 90.9% | 75.9%+15.0pp | 73.3%+17.6pp | 82.4%+8.5pp |
| Annual return | 22.87% | 95.16%-72.3pp | 78.10%-55.2pp | 345.32%-322.4pp |
| Employer contribution / active EE | $1,700 | $3,139-45.8% | $2,854-40.4% | $4,762-64.3% |
| Participant deferral / active EE | $4,906 | $4,281+14.6% | $3,885+26.3% | $5,850-16.1% |
| Admin fee / account holder | $60 | $6,171-99.0% | $5,351-98.9% | $11,596-99.5% |