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 | $69,475 | $74,888-7.2% | $71,209-2.4% | $142,382-51.2% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.1%+9.9pp |
| Annual return | 21.92% | 345.14%-323.2pp | 282.51%-260.6pp | 217.08%-195.2pp |
| Employer contribution / active EE | $4,105 | $2,854+43.8% | $2,721+50.9% | $4,299-4.5% |
| Participant deferral / active EE | $2,534 | $4,454-43.1% | $4,175-39.3% | $6,507-61.1% |
| Admin fee / account holder | $30 | $5,568-99.5% | $5,349-99.4% | $12,624-99.8% |