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 | $84,288 | $111,754-24.6% | $103,333-18.4% | $145,922-42.2% |
| Participation rate | 86.7% | 77.9%+8.7pp | 74.5%+12.2pp | 80.3%+6.4pp |
| Annual return | 12.34% | 24.77%-12.4pp | 24.88%-12.5pp | 561.29%-548.9pp |
| Employer contribution / active EE | $2,943 | $4,212-30.1% | $3,868-23.9% | $4,660-36.8% |
| Participant deferral / active EE | $8,209 | $5,619+46.1% | $5,057+62.3% | $6,688+22.8% |
| Admin fee / account holder | $10 | $9,750-99.9% | $8,355-99.9% | $13,397-99.9% |