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 | $55,875 | $105,998-47.3% | $92,233-39.4% | $147,584-62.1% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 19.49% | 50.05%-30.6pp | 176.28%-156.8pp | 578.55%-559.1pp |
| Employer contribution / active EE | $2,148 | $4,333-50.4% | $3,679-41.6% | $4,876-56.0% |
| Participant deferral / active EE | $8,414 | $4,478+87.9% | $3,897+115.9% | $5,439+54.7% |
| Admin fee / account holder | $198 | $6,332-96.9% | $5,194-96.2% | $10,885-98.2% |