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 | $29,170 | $135,952-78.5% | $123,892-76.5% | $273,961-89.4% |
| Participation rate | 90.9% | 84.1%+6.8pp | 81.4%+9.5pp | 83.0%+7.9pp |
| Annual return | 14.26% | 56.63%-42.4pp | 47.52%-33.3pp | 41.45%-27.2pp |
| Employer contribution / active EE | $9,344 | $5,170+80.7% | $4,617+102.4% | $4,869+91.9% |
| Participant deferral / active EE | $8,451 | $6,343+33.2% | $5,984+41.2% | $5,287+59.8% |
| Admin fee / account holder | $183 | $9,817-98.1% | $8,357-97.8% | $10,132-98.2% |