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 | $51,060 | $117,381-56.5% | $99,443-48.7% | $152,861-66.6% |
| Participation rate | 85.7% | 77.5%+8.2pp | 73.8%+11.9pp | 82.4%+3.3pp |
| Annual return | 17.30% | 31.87%-14.6pp | 30.72%-13.4pp | 345.32%-328.0pp |
| Employer contribution / active EE | $4,697 | $3,013+55.9% | $2,540+84.9% | $4,762-1.4% |
| Participant deferral / active EE | $4,000 | $4,086-2.1% | $3,619+10.5% | $5,850-31.6% |
| Admin fee / account holder | $191 | $7,631-97.5% | $6,250-96.9% | $11,596-98.3% |