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 | $69,411 | $88,751-21.8% | $81,812-15.2% | $145,922-52.4% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 16.07% | 1025.40%-1009.3pp | 773.79%-757.7pp | 561.29%-545.2pp |
| Employer contribution / active EE | $3,158 | $3,083+2.4% | $2,912+8.4% | $4,660-32.2% |
| Participant deferral / active EE | $6,084 | $4,643+31.0% | $4,319+40.9% | $6,688-9.0% |
| Admin fee / account holder | $55 | $8,415-99.3% | $7,386-99.3% | $13,397-99.6% |