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 | $83,519 | $103,376-19.2% | $87,100-4.1% | $152,861-45.4% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.9%+6.5pp | 82.4%+0.9pp |
| Annual return | 25.53% | 28.10%-2.6pp | 28.19%-2.7pp | 345.32%-319.8pp |
| Employer contribution / active EE | $2,375 | $3,220-26.2% | $2,521-5.8% | $4,762-50.1% |
| Participant deferral / active EE | $8,346 | $4,778+74.7% | $4,049+106.1% | $5,850+42.7% |
| Admin fee / account holder | $18 | $12,205-99.8% | $7,497-99.8% | $11,596-99.8% |