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 | $117,378 | $106,890+9.8% | $84,015+39.7% | $152,861-23.2% |
| Participation rate | 83.3% | 75.2%+8.1pp | 69.0%+14.3pp | 82.4%+0.9pp |
| Annual return | 16.79% | 104.99%-88.2pp | 71.31%-54.5pp | 345.32%-328.5pp |
| Employer contribution / active EE | $1,412 | $2,734-48.4% | $1,983-28.8% | $4,762-70.3% |
| Participant deferral / active EE | $6,772 | $4,011+68.8% | $3,239+109.1% | $5,850+15.8% |
| Admin fee / account holder | $15 | $8,285-99.8% | $6,101-99.8% | $11,596-99.9% |