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 | $85,945 | $112,881-23.9% | $90,951-5.5% | $158,922-45.9% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 19.82% | 215.79%-196.0pp | 134.60%-114.8pp | 302.83%-283.0pp |
| Employer contribution / active EE | $1,659 | $2,893-42.6% | $2,122-21.8% | $4,761-65.1% |
| Participant deferral / active EE | $9,795 | $4,128+137.3% | $3,373+190.4% | $5,982+63.7% |
| Admin fee / account holder | $20 | $8,041-99.8% | $5,959-99.7% | $11,246-99.8% |