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 | $103,306 | $144,119-28.3% | $117,854-12.3% | $147,584-30.0% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 13.10% | 531.15%-518.0pp | 335.08%-322.0pp | 578.55%-565.4pp |
| Employer contribution / active EE | $1,803 | $4,896-63.2% | $3,786-52.4% | $4,876-63.0% |
| Participant deferral / active EE | $2,224 | $5,316-58.2% | $4,482-50.4% | $5,439-59.1% |
| Admin fee / account holder | $52 | $10,886-99.5% | $8,020-99.4% | $10,885-99.5% |