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 | $62,083 | $107,334-42.2% | $92,893-33.2% | $152,861-59.4% |
| Participation rate | 93.8% | 79.8%+14.0pp | 76.0%+17.7pp | 82.4%+11.3pp |
| Annual return | 15.23% | 145.58%-130.3pp | 109.41%-94.2pp | 345.32%-330.1pp |
| Employer contribution / active EE | $2,741 | $4,221-35.1% | $3,653-25.0% | $4,762-42.4% |
| Participant deferral / active EE | $6,560 | $4,845+35.4% | $4,236+54.8% | $5,850+12.1% |
| Admin fee / account holder | $273 | $7,079-96.1% | $5,794-95.3% | $11,596-97.6% |