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 | $56,682 | $107,015-47.0% | $73,545-22.9% | $147,584-61.6% |
| Participation rate | 81.3% | 66.4%+14.9pp | 54.9%+26.3pp | 82.8%-1.6pp |
| Annual return | 17.62% | 38.25%-20.6pp | -15.16%+32.8pp | 578.55%-560.9pp |
| Employer contribution / active EE | $1,737 | $1,760-1.3% | $1,219+42.5% | $4,876-64.4% |
| Participant deferral / active EE | $2,681 | $2,462+8.9% | $1,806+48.4% | $5,439-50.7% |
| Admin fee / account holder | $165 | $3,055-94.6% | $2,320-92.9% | $10,885-98.5% |