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 | $56,827 | $112,096-49.3% | $95,952-40.8% | $158,922-64.2% |
| Participation rate | 92.9% | 79.0%+13.9pp | 77.1%+15.8pp | 82.0%+10.9pp |
| Annual return | 10.96% | 171.09%-160.1pp | 91.61%-80.7pp | 302.83%-291.9pp |
| Employer contribution / active EE | $1,554 | $3,198-51.4% | $2,541-38.9% | $4,761-67.4% |
| Participant deferral / active EE | $5,163 | $4,784+7.9% | $4,167+23.9% | $5,982-13.7% |
| Admin fee / account holder | $126 | $10,130-98.8% | $6,795-98.1% | $11,246-98.9% |