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 | $29,119 | $152,587-80.9% | $125,175-76.7% | $152,861-81.0% |
| Participation rate | 92.9% | 83.3%+9.5pp | 79.8%+13.1pp | 82.4%+10.4pp |
| Annual return | 18.41% | 54.84%-36.4pp | 43.79%-25.4pp | 345.32%-326.9pp |
| Employer contribution / active EE | $6,851 | $4,946+38.5% | $3,865+77.2% | $4,762+43.8% |
| Participant deferral / active EE | $2,193 | $5,868-62.6% | $4,937-55.6% | $5,850-62.5% |
| Admin fee / account holder | $163 | $13,434-98.8% | $9,702-98.3% | $11,596-98.6% |