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 | $95,668 | $112,096-14.7% | $95,952-0.3% | $158,922-39.8% |
| Participation rate | 90.9% | 79.0%+11.9pp | 77.1%+13.8pp | 82.0%+9.0pp |
| Annual return | 13.33% | 171.09%-157.8pp | 91.61%-78.3pp | 302.83%-289.5pp |
| Employer contribution / active EE | $2,058 | $3,198-35.6% | $2,541-19.0% | $4,761-56.8% |
| Participant deferral / active EE | $3,984 | $4,784-16.7% | $4,167-4.4% | $5,982-33.4% |
| Admin fee / account holder | $277 | $10,130-97.3% | $6,795-95.9% | $11,246-97.5% |