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 | $65,612 | $112,096-41.5% | $95,952-31.6% | $158,922-58.7% |
| Participation rate | 87.5% | 79.0%+8.5pp | 77.1%+10.4pp | 82.0%+5.5pp |
| Annual return | 8.26% | 171.09%-162.8pp | 91.61%-83.4pp | 302.83%-294.6pp |
| Employer contribution / active EE | $1,308 | $3,198-59.1% | $2,541-48.5% | $4,761-72.5% |
| Participant deferral / active EE | $7,350 | $4,784+53.6% | $4,167+76.4% | $5,982+22.9% |
| Admin fee / account holder | $75 | $10,130-99.3% | $6,795-98.9% | $11,246-99.3% |