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 | $80,161 | $100,852-20.5% | $90,404-11.3% | $158,922-49.6% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 10.86% | 1724.20%-1713.3pp | 1293.02%-1282.2pp | 302.83%-292.0pp |
| Employer contribution / active EE | $2,676 | $3,689-27.4% | $3,262-18.0% | $4,761-43.8% |
| Participant deferral / active EE | $3,020 | $4,348-30.5% | $3,963-23.8% | $5,982-49.5% |
| Admin fee / account holder | $15 | $6,501-99.8% | $5,611-99.7% | $11,246-99.9% |