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 | $42,734 | $156,846-72.8% | $121,098-64.7% | $139,434-69.4% |
| Participation rate | 87.5% | 76.4%+11.1pp | 69.5%+18.0pp | 80.3%+7.2pp |
| Annual return | 16.50% | 1474.56%-1458.1pp | 985.75%-969.2pp | 372.94%-356.4pp |
| Employer contribution / active EE | $1,196 | $5,536-78.4% | $4,164-71.3% | $4,751-74.8% |
| Participant deferral / active EE | $1,595 | $4,844-67.1% | $4,080-60.9% | $6,710-76.2% |
| Admin fee / account holder | $5 | $6,946-99.9% | $5,644-99.9% | $11,403-100.0% |