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 | $105,723 | $117,381-9.9% | $99,443+6.3% | $152,861-30.8% |
| Participation rate | 80.0% | 77.5%+2.5pp | 73.8%+6.2pp | 82.4%-2.4pp |
| Annual return | 17.30% | 31.87%-14.6pp | 30.72%-13.4pp | 345.32%-328.0pp |
| Employer contribution / active EE | $1,724 | $3,013-42.8% | $2,540-32.1% | $4,762-63.8% |
| Participant deferral / active EE | $3,731 | $4,086-8.7% | $3,619+3.1% | $5,850-36.2% |
| Admin fee / account holder | $173 | $7,631-97.7% | $6,250-97.2% | $11,596-98.5% |