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 3-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 | $146,405 | $183,519-20.2% | $155,509-5.9% | $145,922+0.3% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 14.60% | 61.17%-46.6pp | 64.67%-50.1pp | 561.29%-546.7pp |
| Employer contribution / active EE | $2,900 | $5,313-45.4% | $4,672-37.9% | $4,660-37.8% |
| Participant deferral / active EE | $4,151 | $6,462-35.8% | $5,626-26.2% | $6,688-37.9% |
| Admin fee / account holder | $64 | $19,313-99.7% | $15,912-99.6% | $13,397-99.5% |