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 | $54,911 | $162,781-66.3% | $133,956-59.0% | $158,922-65.4% |
| Participation rate | 87.5% | 83.2%+4.3pp | 79.8%+7.7pp | 82.0%+5.5pp |
| Annual return | 13.10% | 41.94%-28.8pp | 45.09%-32.0pp | 302.83%-289.7pp |
| Employer contribution / active EE | $2,410 | $4,975-51.6% | $3,919-38.5% | $4,761-49.4% |
| Participant deferral / active EE | $6,823 | $5,911+15.4% | $5,048+35.2% | $5,982+14.1% |
| Admin fee / account holder | $6 | $11,736-99.9% | $8,927-99.9% | $11,246-99.9% |