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 | $90,636 | $91,037-0.4% | $71,671+26.5% | $147,584-38.6% |
| Participation rate | 85.7% | 76.1%+9.6pp | 68.7%+17.0pp | 82.8%+2.9pp |
| Annual return | 9.86% | 20.48%-10.6pp | 20.65%-10.8pp | 578.55%-568.7pp |
| Employer contribution / active EE | $3,086 | $3,327-7.3% | $2,460+25.4% | $4,876-36.7% |
| Participant deferral / active EE | $6,857 | $4,498+52.4% | $3,438+99.5% | $5,439+26.1% |
| Admin fee / account holder | $274 | $8,613-96.8% | $5,558-95.1% | $10,885-97.5% |