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 | $64,552 | $115,770-44.2% | $101,248-36.2% | $158,922-59.4% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 21.96% | 56.14%-34.2pp | 46.47%-24.5pp | 302.83%-280.9pp |
| Employer contribution / active EE | $3,750 | $4,175-10.2% | $3,660+2.5% | $4,761-21.2% |
| Participant deferral / active EE | $1,984 | $4,957-60.0% | $4,370-54.6% | $5,982-66.8% |
| Admin fee / account holder | $19 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |