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 | $107,013 | $106,890+0.1% | $84,015+27.4% | $152,861-30.0% |
| Participation rate | 83.3% | 75.2%+8.1pp | 69.0%+14.3pp | 82.4%+0.9pp |
| Annual return | 12.13% | 104.99%-92.9pp | 71.31%-59.2pp | 345.32%-333.2pp |
| Employer contribution / active EE | $1,660 | $2,734-39.3% | $1,983-16.3% | $4,762-65.1% |
| Participant deferral / active EE | $1,660 | $4,011-58.6% | $3,239-48.8% | $5,850-71.6% |
| Admin fee / account holder | $5 | $8,285-99.9% | $6,101-99.9% | $11,596-100.0% |