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 | $112,899 | $105,998+6.5% | $92,233+22.4% | $147,584-23.5% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 15.33% | 50.05%-34.7pp | 176.28%-161.0pp | 578.55%-563.2pp |
| Employer contribution / active EE | $2,041 | $4,333-52.9% | $3,679-44.5% | $4,876-58.1% |
| Participant deferral / active EE | $2,203 | $4,478-50.8% | $3,897-43.5% | $5,439-59.5% |
| Admin fee / account holder | $36 | $6,332-99.4% | $5,194-99.3% | $10,885-99.7% |