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 | $46,984 | $115,770-59.4% | $101,248-53.6% | $158,922-70.4% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.8%+16.5pp | 82.0%+10.3pp |
| Annual return | 17.27% | 56.14%-38.9pp | 46.47%-29.2pp | 302.83%-285.6pp |
| Employer contribution / active EE | $3,673 | $4,175-12.0% | $3,660+0.4% | $4,761-22.9% |
| Participant deferral / active EE | $7,397 | $4,957+49.2% | $4,370+69.3% | $5,982+23.7% |
| Admin fee / account holder | $53 | $7,245-99.3% | $5,945-99.1% | $11,246-99.5% |