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 | $35,328 | $108,642-67.5% | $74,701-52.7% | $152,861-76.9% |
| Participation rate | 90.9% | 65.3%+25.6pp | 54.5%+36.4pp | 82.4%+8.5pp |
| Annual return | 21.20% | 114.06%-92.9pp | 752.92%-731.7pp | 345.32%-324.1pp |
| Employer contribution / active EE | $1,921 | $1,503+27.8% | $1,084+77.3% | $4,762-59.7% |
| Participant deferral / active EE | $3,249 | $2,712+19.8% | $1,964+65.5% | $5,850-44.5% |
| Admin fee / account holder | $233 | $4,902-95.3% | $3,333-93.0% | $11,596-98.0% |