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 | $96,375 | $63,346+52.1% | $92,233+4.5% | $70,131+37.4% |
| Participation rate | 89.7% | 68.7%+21.0pp | 76.5%+13.2pp | 69.5%+20.1pp |
| Annual return | 16.00% | 530.12%-514.1pp | 176.28%-160.3pp | 73.14%-57.1pp |
| Employer contribution / active EE | $954 | $2,471-61.4% | $3,679-74.1% | $2,342-59.3% |
| Participant deferral / active EE | $4,352 | $2,854+52.5% | $3,897+11.7% | $3,332+30.6% |
| Admin fee / account holder | $251 | $3,840-93.5% | $5,194-95.2% | $4,645-94.6% |