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 | $64,923 | $63,346+2.5% | $92,233-29.6% | $70,131-7.4% |
| Participation rate | 92.1% | 68.7%+23.4pp | 76.5%+15.6pp | 69.5%+22.5pp |
| Annual return | 19.71% | 530.12%-510.4pp | 176.28%-156.6pp | 73.14%-53.4pp |
| Employer contribution / active EE | $3,897 | $2,471+57.7% | $3,679+5.9% | $2,342+66.4% |
| Participant deferral / active EE | $9,107 | $2,854+219.1% | $3,897+133.7% | $3,332+173.3% |
| Admin fee / account holder | $27 | $3,840-99.3% | $5,194-99.5% | $4,645-99.4% |