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 | $56,433 | $102,616-45.0% | $81,983-31.2% | $158,922-64.5% |
| Participation rate | 85.7% | 75.5%+10.2pp | 69.2%+16.5pp | 82.0%+3.8pp |
| Annual return | 18.36% | 61.04%-42.7pp | 41.31%-23.0pp | 302.83%-284.5pp |
| Employer contribution / active EE | $2,063 | $3,240-36.3% | $2,498-17.4% | $4,761-56.7% |
| Participant deferral / active EE | $5,172 | $4,648+11.3% | $3,722+39.0% | $5,982-13.5% |
| Admin fee / account holder | $20 | $8,235-99.8% | $5,664-99.6% | $11,246-99.8% |