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 | $75,945 | $133,922-43.3% | $116,228-34.7% | $142,382-46.7% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.6%+16.4pp | 80.1%+10.8pp |
| Annual return | 11.88% | 147.76%-135.9pp | 90.06%-78.2pp | 217.08%-205.2pp |
| Employer contribution / active EE | $2,225 | $3,446-35.4% | $2,994-25.7% | $4,299-48.3% |
| Participant deferral / active EE | $6,793 | $5,672+19.8% | $4,953+37.2% | $6,507+4.4% |
| Admin fee / account holder | $29 | $14,945-99.8% | $11,989-99.8% | $12,624-99.8% |