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 | $81,852 | $117,381-30.3% | $99,443-17.7% | $152,861-46.5% |
| Participation rate | 90.0% | 77.5%+12.5pp | 73.8%+16.2pp | 82.4%+7.6pp |
| Annual return | 21.77% | 31.87%-10.1pp | 30.72%-9.0pp | 345.32%-323.6pp |
| Employer contribution / active EE | $2,014 | $3,013-33.1% | $2,540-20.7% | $4,762-57.7% |
| Participant deferral / active EE | $6,183 | $4,086+51.3% | $3,619+70.9% | $5,850+5.7% |
| Admin fee / account holder | $300 | $7,631-96.1% | $6,250-95.2% | $11,596-97.4% |