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 | $81,016 | $99,020-18.2% | $86,590-6.4% | $147,584-45.1% |
| Participation rate | 85.7% | 76.3%+9.4pp | 73.5%+12.2pp | 82.8%+2.9pp |
| Annual return | 15.37% | 1312.34%-1297.0pp | 964.84%-949.5pp | 578.55%-563.2pp |
| Employer contribution / active EE | $1,821 | $3,132-41.9% | $2,839-35.9% | $4,876-62.7% |
| Participant deferral / active EE | $6,088 | $3,972+53.3% | $3,609+68.7% | $5,439+11.9% |
| Admin fee / account holder | $163 | $5,710-97.1% | $4,906-96.7% | $10,885-98.5% |