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 | $141,249 | $176,812-20.1% | $146,665-3.7% | $167,490-15.7% |
| Participation rate | 72.7% | 83.6%-10.9pp | 80.1%-7.3pp | 82.1%-9.4pp |
| Annual return | 16.01% | 24.03%-8.0pp | 22.74%-6.7pp | 478.56%-462.5pp |
| Employer contribution / active EE | $2,285 | $5,160-55.7% | $4,136-44.7% | $4,837-52.8% |
| Participant deferral / active EE | $8,125 | $6,440+26.2% | $5,506+47.6% | $6,341+28.1% |
| Admin fee / account holder | $64 | $13,259-99.5% | $10,280-99.4% | $12,309-99.5% |