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 | $74,697 | $73,515+1.6% | $62,995+18.6% | $147,584-49.4% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.8%+8.5pp | 82.8%+0.5pp |
| Annual return | 17.88% | 175.43%-157.6pp | 87.57%-69.7pp | 578.55%-560.7pp |
| Employer contribution / active EE | $6,068 | $3,320+82.7% | $2,759+119.9% | $4,876+24.4% |
| Participant deferral / active EE | $7,529 | $4,185+79.9% | $3,329+126.1% | $5,439+38.4% |
| Admin fee / account holder | $25 | $5,953-99.6% | $3,600-99.3% | $10,885-99.8% |