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 | $65,701 | $63,346+3.7% | $92,233-28.8% | $70,131-6.3% |
| Participation rate | 91.0% | 68.7%+22.4pp | 76.5%+14.5pp | 69.5%+21.5pp |
| Annual return | 24.15% | 530.12%-506.0pp | 176.28%-152.1pp | 73.14%-49.0pp |
| Employer contribution / active EE | $3,081 | $2,471+24.7% | $3,679-16.3% | $2,342+31.5% |
| Participant deferral / active EE | $3,261 | $2,854+14.3% | $3,897-16.3% | $3,332-2.1% |
| Admin fee / account holder | $259 | $3,840-93.3% | $5,194-95.0% | $4,645-94.4% |