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 | $64,485 | $109,817-41.3% | $98,442-34.5% | $167,490-61.5% |
| Participation rate | 85.7% | 75.8%+9.9pp | 73.3%+12.4pp | 82.1%+3.6pp |
| Annual return | 10.66% | 1956.69%-1946.0pp | 1492.73%-1482.1pp | 478.56%-467.9pp |
| Employer contribution / active EE | $1,513 | $3,224-53.1% | $2,960-48.9% | $4,837-68.7% |
| Participant deferral / active EE | $4,604 | $4,673-1.5% | $4,276+7.7% | $6,341-27.4% |
| Admin fee / account holder | $21 | $6,753-99.7% | $5,949-99.6% | $12,309-99.8% |