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 | $69,693 | $144,119-51.6% | $117,854-40.9% | $147,584-52.8% |
| Participation rate | 90.9% | 83.4%+7.5pp | 79.7%+11.2pp | 82.8%+8.1pp |
| Annual return | 18.54% | 531.15%-512.6pp | 335.08%-316.5pp | 578.55%-560.0pp |
| Employer contribution / active EE | $1,339 | $4,896-72.7% | $3,786-64.6% | $4,876-72.5% |
| Participant deferral / active EE | $7,339 | $5,316+38.1% | $4,482+63.7% | $5,439+34.9% |
| Admin fee / account holder | $237 | $10,886-97.8% | $8,020-97.0% | $10,885-97.8% |