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 | $129,533 | $127,777+1.4% | $106,548+21.6% | $167,490-22.7% |
| Participation rate | 81.8% | 78.3%+3.5pp | 76.1%+5.7pp | 82.1%-0.3pp |
| Annual return | 16.08% | 33.87%-17.8pp | 26.80%-10.7pp | 478.56%-462.5pp |
| Employer contribution / active EE | $1,707 | $3,427-50.2% | $2,819-39.5% | $4,837-64.7% |
| Participant deferral / active EE | $6,851 | $5,087+34.7% | $4,398+55.8% | $6,341+8.0% |
| Admin fee / account holder | $135 | $11,228-98.8% | $7,407-98.2% | $12,309-98.9% |