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 | $98,388 | $111,724-11.9% | $93,606+5.1% | $145,922-32.6% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 12.09% | 202.98%-190.9pp | 133.20%-121.1pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,746 | $3,090-43.5% | $2,420-27.8% | $4,660-62.5% |
| Participant deferral / active EE | $5,216 | $4,912+6.2% | $4,411+18.3% | $6,688-22.0% |
| Admin fee / account holder | $9 | $10,250-99.9% | $8,285-99.9% | $13,397-99.9% |