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 | $43,432 | $53,127-18.2% | $86,590-49.8% | $70,131-38.1% |
| Participation rate | 83.3% | 65.3%+18.0pp | 73.5%+9.8pp | 69.5%+13.8pp |
| Annual return | 73.92% | 27.66%+46.3pp | 964.84%-890.9pp | 73.14%+0.8pp |
| Employer contribution / active EE | $1,573 | $2,068-24.0% | $2,839-44.6% | $2,342-32.9% |
| Participant deferral / active EE | $3,388 | $2,696+25.7% | $3,609-6.1% | $3,332+1.7% |
| Admin fee / account holder | $237 | $3,585-93.4% | $4,906-95.2% | $4,645-94.9% |