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 | $117,150 | $118,680-1.3% | $98,907+18.4% | $158,922-26.3% |
| Participation rate | 84.2% | 77.8%+6.4pp | 76.0%+8.2pp | 82.0%+2.3pp |
| Annual return | 16.67% | 372.35%-355.7pp | 196.43%-179.8pp | 302.83%-286.2pp |
| Employer contribution / active EE | $6,491 | $3,333+94.7% | $2,689+141.4% | $4,761+36.3% |
| Participant deferral / active EE | $3,662 | $5,088-28.0% | $4,244-13.7% | $5,982-38.8% |
| Admin fee / account holder | $110 | $10,131-98.9% | $6,642-98.3% | $11,246-99.0% |