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 | $98,397 | $74,888+31.4% | $71,209+38.2% | $142,382-30.9% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 22.02% | 345.14%-323.1pp | 282.51%-260.5pp | 217.08%-195.1pp |
| Employer contribution / active EE | $2,160 | $2,854-24.3% | $2,721-20.6% | $4,299-49.8% |
| Participant deferral / active EE | $2,660 | $4,454-40.3% | $4,175-36.3% | $6,507-59.1% |
| Admin fee / account holder | $20 | $5,568-99.6% | $5,349-99.6% | $12,624-99.8% |