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 | $64,457 | $88,710-27.3% | $81,783-21.2% | $145,959-55.8% |
| Participation rate | 93.8% | 75.0%+18.7pp | 72.4%+21.4pp | 80.3%+13.5pp |
| Annual return | 15.32% | 1027.26%-1011.9pp | 775.05%-759.7pp | 561.95%-546.6pp |
| Employer contribution / active EE | $1,580 | $3,083-48.8% | $2,913-45.8% | $4,661-66.1% |
| Participant deferral / active EE | $6,438 | $4,645+38.6% | $4,320+49.0% | $6,689-3.7% |
| Admin fee / account holder | $6 | $8,407-99.9% | $7,380-99.9% | $13,398-100.0% |