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 | $48,416 | $105,998-54.3% | $92,233-47.5% | $147,584-67.2% |
| Participation rate | 91.7% | 80.4%+11.3pp | 76.5%+15.2pp | 82.8%+8.8pp |
| Annual return | 15.20% | 50.05%-34.8pp | 176.28%-161.1pp | 578.55%-563.3pp |
| Employer contribution / active EE | $3,096 | $4,333-28.6% | $3,679-15.9% | $4,876-36.5% |
| Participant deferral / active EE | $7,693 | $4,478+71.8% | $3,897+97.4% | $5,439+41.4% |
| Admin fee / account holder | $284 | $6,332-95.5% | $5,194-94.5% | $10,885-97.4% |