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 | $76,709 | $124,425-38.3% | $112,040-31.5% | $137,256-44.1% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.5%+11.0pp | 80.0%+7.5pp |
| Annual return | 19.18% | 24.72%-5.5pp | 24.52%-5.3pp | 220.34%-201.2pp |
| Employer contribution / active EE | $1,599 | $3,411-53.1% | $2,954-45.9% | $4,156-61.5% |
| Participant deferral / active EE | $7,257 | $5,718+26.9% | $5,098+42.4% | $6,407+13.3% |
| Admin fee / account holder | $109 | $15,207-99.3% | $12,098-99.1% | $12,270-99.1% |