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 | $81,565 | $54,705+49.1% | $71,209+14.5% | $84,808-3.8% |
| Participation rate | 87.9% | 64.1%+23.8pp | 73.8%+14.1pp | 68.3%+19.6pp |
| Annual return | 17.82% | 35.90%-18.1pp | 282.51%-264.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $3,814 | $2,158+76.7% | $2,721+40.2% | $2,631+45.0% |
| Participant deferral / active EE | $8,765 | $3,030+189.2% | $4,175+109.9% | $4,212+108.1% |
| Admin fee / account holder | $209 | $4,863-95.7% | $5,349-96.1% | $7,344-97.2% |