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 5-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 | $120,432 | $114,381+5.3% | $107,525+12.0% | $142,382-15.4% |
| Participation rate | 93.8% | 78.1%+15.6pp | 75.1%+18.7pp | 80.1%+13.6pp |
| Annual return | 21.06% | 242.71%-221.6pp | 181.32%-160.3pp | 217.08%-196.0pp |
| Employer contribution / active EE | $15,863 | $4,015+295.1% | $3,754+322.6% | $4,299+269.0% |
| Participant deferral / active EE | $12,490 | $5,564+124.5% | $5,116+144.1% | $6,507+91.9% |
| Admin fee / account holder | $27 | $9,860-99.7% | $8,919-99.7% | $12,624-99.8% |