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 | $43,779 | $108,642-59.7% | $74,701-41.4% | $152,861-71.4% |
| Participation rate | 71.4% | 65.3%+6.1pp | 54.5%+17.0pp | 82.4%-11.0pp |
| Annual return | 9.10% | 114.06%-105.0pp | 752.92%-743.8pp | 345.32%-336.2pp |
| Employer contribution / active EE | $7,691 | $1,503+411.8% | $1,084+609.8% | $4,762+61.5% |
| Participant deferral / active EE | $1,477 | $2,712-45.5% | $1,964-24.8% | $5,850-74.7% |
| Admin fee / account holder | $67 | $4,902-98.6% | $3,333-98.0% | $11,596-99.4% |