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 | $106,089 | $99,020+7.1% | $86,590+22.5% | $147,584-28.1% |
| Participation rate | 90.9% | 76.3%+14.6pp | 73.5%+17.4pp | 82.8%+8.1pp |
| Annual return | 13.95% | 1312.34%-1298.4pp | 964.84%-950.9pp | 578.55%-564.6pp |
| Employer contribution / active EE | $1,634 | $3,132-47.8% | $2,839-42.4% | $4,876-66.5% |
| Participant deferral / active EE | $3,644 | $3,972-8.3% | $3,609+1.0% | $5,439-33.0% |
| Admin fee / account holder | $244 | $5,710-95.7% | $4,906-95.0% | $10,885-97.8% |