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 | $138,411 | $152,460-9.2% | $118,746+16.6% | $147,584-6.2% |
| Participation rate | 71.4% | 82.3%-10.8pp | 78.3%-6.8pp | 82.8%-11.4pp |
| Annual return | 18.13% | 17.41%+0.7pp | 24.54%-6.4pp | 578.55%-560.4pp |
| Employer contribution / active EE | $1,345 | $5,046-73.4% | $4,193-67.9% | $4,876-72.4% |
| Participant deferral / active EE | $4,068 | $6,212-34.5% | $5,332-23.7% | $5,439-25.2% |
| Admin fee / account holder | $29 | $16,953-99.8% | $10,720-99.7% | $10,885-99.7% |