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 | $178,484 | $127,065+40.5% | $113,168+57.7% | $142,382+25.4% |
| Participation rate | 89.5% | 79.2%+10.3pp | 76.6%+12.9pp | 80.1%+9.4pp |
| Annual return | 17.30% | 24.03%-6.7pp | 24.27%-7.0pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,569 | $3,442-54.4% | $2,975-47.3% | $4,299-63.5% |
| Participant deferral / active EE | $8,127 | $5,716+42.2% | $5,107+59.1% | $6,507+24.9% |
| Admin fee / account holder | $244 | $15,736-98.4% | $12,068-98.0% | $12,624-98.1% |