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 | $40,446 | $109,982-63.2% | $97,226-58.4% | $145,922-72.3% |
| Participation rate | 87.5% | 75.9%+11.6pp | 72.7%+14.8pp | 80.3%+7.2pp |
| Annual return | 16.87% | 242.90%-226.0pp | 75.13%-58.3pp | 561.29%-544.4pp |
| Employer contribution / active EE | $1,594 | $3,084-48.3% | $2,729-41.6% | $4,660-65.8% |
| Participant deferral / active EE | $6,320 | $4,676+35.2% | $4,264+48.2% | $6,688-5.5% |
| Admin fee / account holder | $26 | $6,221-99.6% | $5,654-99.5% | $13,397-99.8% |