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 | $67,017 | $96,635-30.7% | $86,612-22.6% | $139,434-51.9% |
| Participation rate | 81.8% | 74.4%+7.4pp | 71.7%+10.1pp | 80.3%+1.5pp |
| Annual return | 18.55% | 106.41%-87.9pp | 591.07%-572.5pp | 372.94%-354.4pp |
| Employer contribution / active EE | $2,173 | $3,263-33.4% | $3,022-28.1% | $4,751-54.3% |
| Participant deferral / active EE | $7,509 | $4,836+55.3% | $4,438+69.2% | $6,710+11.9% |
| Admin fee / account holder | $34 | $6,408-99.5% | $5,614-99.4% | $11,403-99.7% |