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 | $104,831 | $107,934-2.9% | $91,989+14.0% | $152,861-31.4% |
| Participation rate | 81.8% | 81.2%+0.6pp | 78.6%+3.2pp | 82.4%-0.6pp |
| Annual return | 27.51% | 89.24%-61.7pp | 69.02%-41.5pp | 345.32%-317.8pp |
| Employer contribution / active EE | $1,292 | $4,210-69.3% | $3,452-62.6% | $4,762-72.9% |
| Participant deferral / active EE | $2,908 | $6,364-54.3% | $5,923-50.9% | $5,850-50.3% |
| Admin fee / account holder | $3 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |