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 | $56,778 | $90,600-37.3% | $79,464-28.5% | $135,375-58.1% |
| Participation rate | 84.2% | 76.0%+8.2pp | 73.3%+10.9pp | 82.6%+1.6pp |
| Annual return | 14.58% | 977.43%-962.9pp | 718.14%-703.6pp | 519.73%-505.2pp |
| Employer contribution / active EE | $2,589 | $3,068-15.6% | $2,800-7.6% | $4,779-45.8% |
| Participant deferral / active EE | $1,653 | $4,050-59.2% | $3,704-55.4% | $5,609-70.5% |
| Admin fee / account holder | $191 | $5,907-96.8% | $5,113-96.3% | $10,827-98.2% |