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 | $132,822 | $108,919+21.9% | $100,391+32.3% | $145,922-9.0% |
| Participation rate | 85.7% | 82.9%+2.8pp | 81.5%+4.2pp | 80.3%+5.4pp |
| Annual return | 20.96% | 57.88%-36.9pp | 49.20%-28.2pp | 561.29%-540.3pp |
| Employer contribution / active EE | $2,145 | $4,419-51.5% | $3,942-45.6% | $4,660-54.0% |
| Participant deferral / active EE | $12,209 | $8,445+44.6% | $8,082+51.1% | $6,688+82.6% |
| Admin fee / account holder | $64 | $9,689-99.3% | $7,899-99.2% | $13,397-99.5% |