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 | $127,065-39.6% | $113,168-32.2% | $142,382-46.1% |
| Participation rate | 87.5% | 79.2%+8.3pp | 76.6%+10.9pp | 80.1%+7.4pp |
| Annual return | 19.18% | 24.03%-4.9pp | 24.27%-5.1pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,599 | $3,442-53.6% | $2,975-46.3% | $4,299-62.8% |
| Participant deferral / active EE | $7,257 | $5,716+27.0% | $5,107+42.1% | $6,507+11.5% |
| Admin fee / account holder | $109 | $15,736-99.3% | $12,068-99.1% | $12,624-99.1% |