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 | $88,548 | $157,256-43.7% | $141,162-37.3% | $152,861-42.1% |
| Participation rate | 88.2% | 84.8%+3.4pp | 82.5%+5.8pp | 82.4%+5.8pp |
| Annual return | 26.48% | 64.32%-37.8pp | 71.39%-44.9pp | 345.32%-318.8pp |
| Employer contribution / active EE | $4,627 | $5,261-12.0% | $4,735-2.3% | $4,762-2.8% |
| Participant deferral / active EE | $6,304 | $7,109-11.3% | $6,709-6.0% | $5,850+7.8% |
| Admin fee / account holder | $27 | $12,120-99.8% | $10,261-99.7% | $11,596-99.8% |