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 | $80,651 | $104,251-22.6% | $91,001-11.4% | $147,584-45.4% |
| Participation rate | 84.6% | 78.2%+6.4pp | 75.6%+9.0pp | 82.8%+1.8pp |
| Annual return | 12.14% | 27.06%-14.9pp | 4.60%+7.5pp | 578.55%-566.4pp |
| Employer contribution / active EE | $1,739 | $3,116-44.2% | $2,456-29.2% | $4,876-64.3% |
| Participant deferral / active EE | $6,242 | $4,195+48.8% | $3,547+76.0% | $5,439+14.8% |
| Admin fee / account holder | $50 | $8,948-99.4% | $5,417-99.1% | $10,885-99.5% |