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 | $58,370 | $150,187-61.1% | $120,354-51.5% | $145,922-60.0% |
| Participation rate | 87.5% | 78.8%+8.7pp | 71.9%+15.6pp | 80.3%+7.2pp |
| Annual return | 16.59% | 154.07%-137.5pp | 107.15%-90.6pp | 561.29%-544.7pp |
| Employer contribution / active EE | $5,737 | $4,348+31.9% | $3,463+65.7% | $4,660+23.1% |
| Participant deferral / active EE | $9,851 | $6,173+59.6% | $4,991+97.4% | $6,688+47.3% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |