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 | $35,937 | $144,119-75.1% | $117,854-69.5% | $147,584-75.6% |
| Participation rate | 85.7% | 83.4%+2.3pp | 79.7%+6.1pp | 82.8%+2.9pp |
| Annual return | 19.05% | 531.15%-512.1pp | 335.08%-316.0pp | 578.55%-559.5pp |
| Employer contribution / active EE | $4,008 | $4,896-18.2% | $3,786+5.9% | $4,876-17.8% |
| Participant deferral / active EE | $2,517 | $5,316-52.7% | $4,482-43.8% | $5,439-53.7% |
| Admin fee / account holder | $179 | $10,886-98.4% | $8,020-97.8% | $10,885-98.4% |