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 | $32,495 | $144,119-77.5% | $117,854-72.4% | $147,584-78.0% |
| Participation rate | 92.3% | 83.4%+8.9pp | 79.7%+12.6pp | 82.8%+9.5pp |
| Annual return | 16.48% | 531.15%-514.7pp | 335.08%-318.6pp | 578.55%-562.1pp |
| Employer contribution / active EE | $6,836 | $4,896+39.6% | $3,786+80.6% | $4,876+40.2% |
| Participant deferral / active EE | $1,614 | $5,316-69.6% | $4,482-64.0% | $5,439-70.3% |
| Admin fee / account holder | $3 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |