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 | $107,379 | $118,849-9.7% | $96,562+11.2% | $167,490-35.9% |
| Participation rate | 70.0% | 75.5%-5.5pp | 69.8%+0.2pp | 82.1%-12.1pp |
| Annual return | 15.29% | 50.49%-35.2pp | 37.78%-22.5pp | 478.56%-463.3pp |
| Employer contribution / active EE | $768 | $3,120-75.4% | $2,356-67.4% | $4,837-84.1% |
| Participant deferral / active EE | $4,284 | $4,616-7.2% | $3,849+11.3% | $6,341-32.4% |
| Admin fee / account holder | $298 | $8,065-96.3% | $6,181-95.2% | $12,309-97.6% |