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 | $82,397 | $100,852-18.3% | $90,404-8.9% | $158,922-48.2% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.7%+18.2pp | 82.0%+9.0pp |
| Annual return | 15.74% | 1724.20%-1708.5pp | 1293.02%-1277.3pp | 302.83%-287.1pp |
| Employer contribution / active EE | $2,244 | $3,689-39.2% | $3,262-31.2% | $4,761-52.9% |
| Participant deferral / active EE | $5,645 | $4,348+29.8% | $3,963+42.4% | $5,982-5.6% |
| Admin fee / account holder | $161 | $6,501-97.5% | $5,611-97.1% | $11,246-98.6% |