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 | $130,468 | $114,381+14.1% | $107,525+21.3% | $142,382-8.4% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 21.96% | 242.71%-220.7pp | 181.32%-159.4pp | 217.08%-195.1pp |
| Employer contribution / active EE | $2,031 | $4,015-49.4% | $3,754-45.9% | $4,299-52.8% |
| Participant deferral / active EE | $12,063 | $5,564+116.8% | $5,116+135.8% | $6,507+85.4% |
| Admin fee / account holder | $5 | $9,860-99.9% | $8,919-99.9% | $12,624-100.0% |