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 | $66,875 | $115,770-42.2% | $101,248-33.9% | $158,922-57.9% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 20.40% | 56.14%-35.7pp | 46.47%-26.1pp | 302.83%-282.4pp |
| Employer contribution / active EE | $3,168 | $4,175-24.1% | $3,660-13.4% | $4,761-33.5% |
| Participant deferral / active EE | $7,457 | $4,957+50.4% | $4,370+70.6% | $5,982+24.7% |
| Admin fee / account holder | $23 | $7,245-99.7% | $5,945-99.6% | $11,246-99.8% |