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 | $88,777 | $111,814-20.6% | $93,654-5.2% | $145,959-39.2% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 14.32% | 203.30%-189.0pp | 133.34%-119.0pp | 561.95%-547.6pp |
| Employer contribution / active EE | $733 | $3,092-76.3% | $2,421-69.7% | $4,661-84.3% |
| Participant deferral / active EE | $4,832 | $4,914-1.7% | $4,413+9.5% | $6,689-27.8% |
| Admin fee / account holder | $47 | $10,246-99.5% | $8,282-99.4% | $13,398-99.6% |