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 | $88,095 | $101,069-12.8% | $81,478+8.1% | $147,584-40.3% |
| Participation rate | 70.0% | 74.5%-4.5pp | 68.0%+2.0pp | 82.8%-12.8pp |
| Annual return | 20.20% | 32.40%-12.2pp | 38.78%-18.6pp | 578.55%-558.3pp |
| Employer contribution / active EE | $1,579 | $3,205-50.7% | $2,568-38.5% | $4,876-67.6% |
| Participant deferral / active EE | $3,773 | $4,242-11.1% | $3,537+6.7% | $5,439-30.6% |
| Admin fee / account holder | $14 | $5,812-99.8% | $4,561-99.7% | $10,885-99.9% |