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 | $96,783 | $127,777-24.3% | $106,548-9.2% | $167,490-42.2% |
| Participation rate | 90.0% | 78.3%+11.7pp | 76.1%+13.9pp | 82.1%+7.9pp |
| Annual return | 9.88% | 33.87%-24.0pp | 26.80%-16.9pp | 478.56%-468.7pp |
| Employer contribution / active EE | $2,788 | $3,427-18.6% | $2,819-1.1% | $4,837-42.4% |
| Participant deferral / active EE | $5,503 | $5,087+8.2% | $4,398+25.1% | $6,341-13.2% |
| Admin fee / account holder | $52 | $11,228-99.5% | $7,407-99.3% | $12,309-99.6% |