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 | $88,571 | $157,256-43.7% | $141,162-37.3% | $152,861-42.1% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 14.71% | 64.32%-49.6pp | 71.39%-56.7pp | 345.32%-330.6pp |
| Employer contribution / active EE | $2,410 | $5,261-54.2% | $4,735-49.1% | $4,762-49.4% |
| Participant deferral / active EE | $6,462 | $7,109-9.1% | $6,709-3.7% | $5,850+10.5% |
| Admin fee / account holder | $215 | $12,120-98.2% | $10,261-97.9% | $11,596-98.1% |