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 | $145,052 | $133,922+8.3% | $116,228+24.8% | $142,382+1.9% |
| Participation rate | 85.0% | 77.9%+7.1pp | 74.6%+10.4pp | 80.1%+4.9pp |
| Annual return | 19.36% | 147.76%-128.4pp | 90.06%-70.7pp | 217.08%-197.7pp |
| Employer contribution / active EE | $728 | $3,446-78.9% | $2,994-75.7% | $4,299-83.1% |
| Participant deferral / active EE | $2,526 | $5,672-55.5% | $4,953-49.0% | $6,507-61.2% |
| Admin fee / account holder | $40 | $14,945-99.7% | $11,989-99.7% | $12,624-99.7% |