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 | $129,959 | $118,849+9.3% | $96,562+34.6% | $167,490-22.4% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.8%+10.2pp | 82.1%-2.1pp |
| Annual return | 11.71% | 50.49%-38.8pp | 37.78%-26.1pp | 478.56%-466.8pp |
| Employer contribution / active EE | $1,332 | $3,120-57.3% | $2,356-43.5% | $4,837-72.5% |
| Participant deferral / active EE | $3,592 | $4,616-22.2% | $3,849-6.7% | $6,341-43.4% |
| Admin fee / account holder | $271 | $8,065-96.6% | $6,181-95.6% | $12,309-97.8% |