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 | $136,483 | $150,197-9.1% | $120,368+13.4% | $145,959-6.5% |
| Participation rate | 87.5% | 78.8%+8.7pp | 71.9%+15.6pp | 80.3%+7.2pp |
| Annual return | 17.90% | 154.26%-136.4pp | 107.26%-89.4pp | 561.95%-544.0pp |
| Employer contribution / active EE | $964 | $4,350-77.9% | $3,465-72.2% | $4,661-79.3% |
| Participant deferral / active EE | $4,739 | $6,174-23.2% | $4,991-5.1% | $6,689-29.2% |
| Admin fee / account holder | $72 | $12,216-99.4% | $9,429-99.2% | $13,398-99.5% |