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 | $123,745 | $109,982+12.5% | $97,226+27.3% | $145,922-15.2% |
| Participation rate | 94.1% | 75.9%+18.2pp | 72.7%+21.4pp | 80.3%+13.8pp |
| Annual return | 13.63% | 242.90%-229.3pp | 75.13%-61.5pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,536 | $3,084-50.2% | $2,729-43.7% | $4,660-67.0% |
| Participant deferral / active EE | $4,333 | $4,676-7.3% | $4,264+1.6% | $6,688-35.2% |
| Admin fee / account holder | $292 | $6,221-95.3% | $5,654-94.8% | $13,397-97.8% |