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 | $65,416 | $112,881-42.0% | $90,951-28.1% | $158,922-58.8% |
| Participation rate | 90.9% | 74.7%+16.2pp | 69.0%+21.9pp | 82.0%+9.0pp |
| Annual return | 18.08% | 215.79%-197.7pp | 134.60%-116.5pp | 302.83%-284.7pp |
| Employer contribution / active EE | $2,536 | $2,893-12.3% | $2,122+19.5% | $4,761-46.7% |
| Participant deferral / active EE | $4,786 | $4,128+16.0% | $3,373+41.9% | $5,982-20.0% |
| Admin fee / account holder | $211 | $8,041-97.4% | $5,959-96.5% | $11,246-98.1% |