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 | $75,860 | $74,888+1.3% | $71,209+6.5% | $142,382-46.7% |
| Participation rate | 84.2% | 76.2%+8.0pp | 73.8%+10.5pp | 80.1%+4.1pp |
| Annual return | 15.61% | 345.14%-329.5pp | 282.51%-266.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,129 | $2,854-60.4% | $2,721-58.5% | $4,299-73.7% |
| Participant deferral / active EE | $5,330 | $4,454+19.6% | $4,175+27.6% | $6,507-18.1% |
| Admin fee / account holder | $126 | $5,568-97.7% | $5,349-97.6% | $12,624-99.0% |