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 | $57,709 | $144,119-60.0% | $117,854-51.0% | $147,584-60.9% |
| Participation rate | 92.3% | 83.4%+8.9pp | 79.7%+12.6pp | 82.8%+9.5pp |
| Annual return | 13.81% | 531.15%-517.3pp | 335.08%-321.3pp | 578.55%-564.7pp |
| Employer contribution / active EE | $1,961 | $4,896-60.0% | $3,786-48.2% | $4,876-59.8% |
| Participant deferral / active EE | $4,575 | $5,316-13.9% | $4,482+2.1% | $5,439-15.9% |
| Admin fee / account holder | $73 | $10,886-99.3% | $8,020-99.1% | $10,885-99.3% |