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 | $95,493 | $115,770-17.5% | $101,248-5.7% | $158,922-39.9% |
| Participation rate | 94.1% | 79.4%+14.8pp | 75.8%+18.3pp | 82.0%+12.2pp |
| Annual return | 14.89% | 56.14%-41.2pp | 46.47%-31.6pp | 302.83%-287.9pp |
| Employer contribution / active EE | $964 | $4,175-76.9% | $3,660-73.7% | $4,761-79.8% |
| Participant deferral / active EE | $5,957 | $4,957+20.2% | $4,370+36.3% | $5,982-0.4% |
| Admin fee / account holder | $65 | $7,245-99.1% | $5,945-98.9% | $11,246-99.4% |