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 | $37,261 | $135,952-72.6% | $123,892-69.9% | $273,961-86.4% |
| Participation rate | 93.3% | 84.1%+9.3pp | 81.4%+11.9pp | 83.0%+10.3pp |
| Annual return | 12.30% | 56.63%-44.3pp | 47.52%-35.2pp | 41.45%-29.2pp |
| Employer contribution / active EE | $6,665 | $5,170+28.9% | $4,617+44.4% | $4,869+36.9% |
| Participant deferral / active EE | $10,216 | $6,343+61.1% | $5,984+70.7% | $5,287+93.2% |
| Admin fee / account holder | $174 | $9,817-98.2% | $8,357-97.9% | $10,132-98.3% |