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 | $80,127 | $53,127+50.8% | $86,590-7.5% | $70,131+14.3% |
| Participation rate | 89.2% | 65.3%+23.9pp | 73.5%+15.6pp | 69.5%+19.6pp |
| Annual return | 14.21% | 27.66%-13.5pp | 964.84%-950.6pp | 73.14%-58.9pp |
| Employer contribution / active EE | $1,542 | $2,068-25.5% | $2,839-45.7% | $2,342-34.2% |
| Participant deferral / active EE | $4,069 | $2,696+50.9% | $3,609+12.8% | $3,332+22.1% |
| Admin fee / account holder | $23 | $3,585-99.4% | $4,906-99.5% | $4,645-99.5% |