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 | $59,297 | $91,037-34.9% | $71,671-17.3% | $147,584-59.8% |
| Participation rate | 94.4% | 76.1%+18.3pp | 68.7%+25.7pp | 82.8%+11.6pp |
| Annual return | 15.98% | 20.48%-4.5pp | 20.65%-4.7pp | 578.55%-562.6pp |
| Employer contribution / active EE | $4,293 | $3,327+29.0% | $2,460+74.5% | $4,876-12.0% |
| Participant deferral / active EE | $3,996 | $4,498-11.2% | $3,438+16.2% | $5,439-26.5% |
| Admin fee / account holder | $132 | $8,613-98.5% | $5,558-97.6% | $10,885-98.8% |