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 | $106,559 | $98,240+8.5% | $82,313+29.5% | $147,584-27.8% |
| Participation rate | 85.7% | 79.7%+6.0pp | 76.9%+8.8pp | 82.8%+2.9pp |
| Annual return | 16.07% | 30.85%-14.8pp | 25.88%-9.8pp | 578.55%-562.5pp |
| Employer contribution / active EE | $1,780 | $3,192-44.2% | $2,428-26.7% | $4,876-63.5% |
| Participant deferral / active EE | $5,421 | $4,383+23.7% | $3,706+46.3% | $5,439-0.3% |
| Admin fee / account holder | $10 | $8,563-99.9% | $5,608-99.8% | $10,885-99.9% |