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 | $66,134 | $115,770-42.9% | $101,248-34.7% | $158,922-58.4% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 25.36% | 56.14%-30.8pp | 46.47%-21.1pp | 302.83%-277.5pp |
| Employer contribution / active EE | $6,660 | $4,175+59.5% | $3,660+82.0% | $4,761+39.9% |
| Participant deferral / active EE | $9,962 | $4,957+100.9% | $4,370+127.9% | $5,982+66.5% |
| Admin fee / account holder | $24 | $7,245-99.7% | $5,945-99.6% | $11,246-99.8% |