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 | $47,812 | $65,041-26.5% | $90,951-47.4% | $79,858-40.1% |
| Participation rate | 95.0% | 61.6%+33.4pp | 69.0%+26.0pp | 69.6%+25.4pp |
| Annual return | 17.30% | 30.45%-13.2pp | 134.60%-117.3pp | 31.71%-14.4pp |
| Employer contribution / active EE | $3,333 | $1,247+167.2% | $2,122+57.1% | $2,471+34.9% |
| Participant deferral / active EE | $7,283 | $2,512+189.9% | $3,373+115.9% | $3,740+94.7% |
| Admin fee / account holder | $12 | $4,536-99.7% | $5,959-99.8% | $5,306-99.8% |