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 | $85,383 | $57,354+48.9% | $83,848+1.8% | $64,186+33.0% |
| Participation rate | 87.5% | 68.6%+18.9pp | 76.1%+11.4pp | 69.6%+17.9pp |
| Annual return | -5.84% | 11.38%-17.2pp | 850.88%-856.7pp | 7.63%-13.5pp |
| Employer contribution / active EE | $3,894 | $2,545+53.0% | $3,631+7.2% | $2,381+63.6% |
| Participant deferral / active EE | $5,272 | $2,993+76.1% | $4,082+29.2% | $3,470+52.0% |
| Admin fee / account holder | $18 | $4,046-99.5% | $5,478-99.7% | $4,888-99.6% |