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 | $39,037 | $105,998-63.2% | $92,233-57.7% | $147,584-73.5% |
| Participation rate | 92.9% | 80.4%+12.4pp | 76.5%+16.4pp | 82.8%+10.0pp |
| Annual return | 17.83% | 50.05%-32.2pp | 176.28%-158.5pp | 578.55%-560.7pp |
| Employer contribution / active EE | $2,567 | $4,333-40.8% | $3,679-30.2% | $4,876-47.4% |
| Participant deferral / active EE | $6,642 | $4,478+48.3% | $3,897+70.5% | $5,439+22.1% |
| Admin fee / account holder | $45 | $6,332-99.3% | $5,194-99.1% | $10,885-99.6% |