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 | $107,361 | $99,079+8.4% | $77,999+37.6% | $273,961-60.8% |
| Participation rate | 94.7% | 78.6%+16.2pp | 75.5%+19.2pp | 83.0%+11.7pp |
| Annual return | 6.78% | 217.93%-211.1pp | 425.96%-419.2pp | 41.45%-34.7pp |
| Employer contribution / active EE | $2,419 | $3,308-26.9% | $2,470-2.1% | $4,869-50.3% |
| Participant deferral / active EE | $6,984 | $4,306+62.2% | $3,497+99.7% | $5,287+32.1% |
| Admin fee / account holder | $84 | $8,954-99.1% | $5,480-98.5% | $10,132-99.2% |