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 | $116,029 | $152,587-24.0% | $125,175-7.3% | $152,861-24.1% |
| Participation rate | 86.4% | 83.3%+3.0pp | 79.8%+6.6pp | 82.4%+3.9pp |
| Annual return | 25.10% | 54.84%-29.7pp | 43.79%-18.7pp | 345.32%-320.2pp |
| Employer contribution / active EE | $1,918 | $4,946-61.2% | $3,865-50.4% | $4,762-59.7% |
| Participant deferral / active EE | $5,407 | $5,868-7.9% | $4,937+9.5% | $5,850-7.6% |
| Admin fee / account holder | $26 | $13,434-99.8% | $9,702-99.7% | $11,596-99.8% |