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 | $60,509 | $103,376-41.5% | $87,100-30.5% | $152,861-60.4% |
| Participation rate | 95.2% | 79.3%+15.9pp | 76.9%+18.4pp | 82.4%+12.8pp |
| Annual return | 14.18% | 28.10%-13.9pp | 28.19%-14.0pp | 345.32%-331.1pp |
| Employer contribution / active EE | $2,715 | $3,220-15.7% | $2,521+7.7% | $4,762-43.0% |
| Participant deferral / active EE | $6,042 | $4,778+26.4% | $4,049+49.2% | $5,850+3.3% |
| Admin fee / account holder | $91 | $12,205-99.3% | $7,497-98.8% | $11,596-99.2% |