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 | $57,536 | $118,680-51.5% | $98,907-41.8% | $158,922-63.8% |
| Participation rate | 86.7% | 77.8%+8.8pp | 76.0%+10.6pp | 82.0%+4.7pp |
| Annual return | 16.42% | 372.35%-355.9pp | 196.43%-180.0pp | 302.83%-286.4pp |
| Employer contribution / active EE | $5,903 | $3,333+77.1% | $2,689+119.5% | $4,761+24.0% |
| Participant deferral / active EE | $6,404 | $5,088+25.9% | $4,244+50.9% | $5,982+7.0% |
| Admin fee / account holder | $171 | $10,131-98.3% | $6,642-97.4% | $11,246-98.5% |