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 | $56,603 | $74,888-24.4% | $71,209-20.5% | $142,382-60.2% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 14.95% | 345.14%-330.2pp | 282.51%-267.6pp | 217.08%-202.1pp |
| Employer contribution / active EE | $3,988 | $2,854+39.7% | $2,721+46.6% | $4,299-7.2% |
| Participant deferral / active EE | $7,958 | $4,454+78.7% | $4,175+90.6% | $6,507+22.3% |
| Admin fee / account holder | $98 | $5,568-98.2% | $5,349-98.2% | $12,624-99.2% |