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 | $34,972 | $108,919-67.9% | $100,391-65.2% | $145,922-76.0% |
| Participation rate | 86.7% | 82.9%+3.7pp | 81.5%+5.2pp | 80.3%+6.4pp |
| Annual return | 10.52% | 57.88%-47.4pp | 49.20%-38.7pp | 561.29%-550.8pp |
| Employer contribution / active EE | $3,623 | $4,419-18.0% | $3,942-8.1% | $4,660-22.2% |
| Participant deferral / active EE | $0 | $8,445-100.0% | $8,082-100.0% | $6,688-100.0% |
| Admin fee / account holder | $20 | $9,689-99.8% | $7,899-99.7% | $13,397-99.9% |