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 | $72,059 | $64,324+12.0% | $118,925-39.4% | $79,858-9.8% |
| Participation rate | 82.1% | 64.9%+17.3pp | 75.4%+6.8pp | 69.6%+12.5pp |
| Annual return | 16.33% | 86.45%-70.1pp | 35.88%-19.6pp | 31.71%-15.4pp |
| Employer contribution / active EE | $1,550 | $1,836-15.6% | $3,263-52.5% | $2,471-37.3% |
| Participant deferral / active EE | $2,293 | $2,824-18.8% | $4,265-46.2% | $3,740-38.7% |
| Admin fee / account holder | $13 | $4,040-99.7% | $6,581-99.8% | $5,306-99.8% |