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 | $72,701 | $98,240-26.0% | $82,313-11.7% | $147,584-50.7% |
| Participation rate | 95.2% | 79.7%+15.5pp | 76.9%+18.3pp | 82.8%+12.4pp |
| Annual return | 16.27% | 30.85%-14.6pp | 25.88%-9.6pp | 578.55%-562.3pp |
| Employer contribution / active EE | $11,896 | $3,192+272.7% | $2,428+389.9% | $4,876+143.9% |
| Participant deferral / active EE | $7,654 | $4,383+74.6% | $3,706+106.5% | $5,439+40.7% |
| Admin fee / account holder | $41 | $8,563-99.5% | $5,608-99.3% | $10,885-99.6% |