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 | $48,090 | $90,600-46.9% | $79,464-39.5% | $135,375-64.5% |
| Participation rate | 93.3% | 76.0%+17.3pp | 73.3%+20.0pp | 82.6%+10.7pp |
| Annual return | 8.97% | 977.43%-968.5pp | 718.14%-709.2pp | 519.73%-510.8pp |
| Employer contribution / active EE | $2,764 | $3,068-9.9% | $2,800-1.3% | $4,779-42.2% |
| Participant deferral / active EE | $6,573 | $4,050+62.3% | $3,704+77.5% | $5,609+17.2% |
| Admin fee / account holder | $190 | $5,907-96.8% | $5,113-96.3% | $10,827-98.2% |