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 | $92,452 | $105,998-12.8% | $92,233+0.2% | $147,584-37.4% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 12.53% | 50.05%-37.5pp | 176.28%-163.7pp | 578.55%-566.0pp |
| Employer contribution / active EE | $2,757 | $4,333-36.4% | $3,679-25.1% | $4,876-43.5% |
| Participant deferral / active EE | $8,213 | $4,478+83.4% | $3,897+110.8% | $5,439+51.0% |
| Admin fee / account holder | $61 | $6,332-99.0% | $5,194-98.8% | $10,885-99.4% |