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 | $65,922 | $108,642-39.3% | $74,701-11.8% | $152,861-56.9% |
| Participation rate | 76.9% | 65.3%+11.6pp | 54.5%+22.5pp | 82.4%-5.5pp |
| Annual return | 23.79% | 114.06%-90.3pp | 752.92%-729.1pp | 345.32%-321.5pp |
| Employer contribution / active EE | $1,584 | $1,503+5.4% | $1,084+46.2% | $4,762-66.7% |
| Participant deferral / active EE | $8,131 | $2,712+199.8% | $1,964+314.1% | $5,850+39.0% |
| Admin fee / account holder | $236 | $4,902-95.2% | $3,333-92.9% | $11,596-98.0% |