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 | $61,321 | $102,382-40.1% | $147,005-58.3% | $80,874-24.2% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.2%+10.1pp | 67.6%+24.7pp |
| Annual return | 18.66% | 134.89%-116.2pp | 418.76%-400.1pp | 35.62%-17.0pp |
| Employer contribution / active EE | $3,546 | $3,715-4.5% | $4,934-28.1% | $2,756+28.7% |
| Participant deferral / active EE | $5,332 | $6,646-19.8% | $8,070-33.9% | $4,297+24.1% |
| Admin fee / account holder | $238 | $7,942-97.0% | $13,006-98.2% | $6,935-96.6% |