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 | $79,381 | $117,381-32.4% | $99,443-20.2% | $152,861-48.1% |
| Participation rate | 85.7% | 77.5%+8.2pp | 73.8%+11.9pp | 82.4%+3.3pp |
| Annual return | 17.61% | 31.87%-14.3pp | 30.72%-13.1pp | 345.32%-327.7pp |
| Employer contribution / active EE | $2,006 | $3,013-33.4% | $2,540-21.0% | $4,762-57.9% |
| Participant deferral / active EE | $6,233 | $4,086+52.5% | $3,619+72.2% | $5,850+6.5% |
| Admin fee / account holder | $24 | $7,631-99.7% | $6,250-99.6% | $11,596-99.8% |