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 | $41,584 | $144,119-71.1% | $117,854-64.7% | $147,584-71.8% |
| Participation rate | 88.9% | 83.4%+5.5pp | 79.7%+9.2pp | 82.8%+6.1pp |
| Annual return | 19.63% | 531.15%-511.5pp | 335.08%-315.5pp | 578.55%-558.9pp |
| Employer contribution / active EE | $2,204 | $4,896-55.0% | $3,786-41.8% | $4,876-54.8% |
| Participant deferral / active EE | $6,569 | $5,316+23.6% | $4,482+46.6% | $5,439+20.8% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |