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 | $49,000 | $99,652-50.8% | $78,778-37.8% | $147,584-66.8% |
| Participation rate | 81.8% | 76.2%+5.6pp | 69.2%+12.6pp | 82.8%-1.0pp |
| Annual return | 12.66% | 47.28%-34.6pp | 35.62%-23.0pp | 578.55%-565.9pp |
| Employer contribution / active EE | $1,856 | $2,796-33.6% | $1,986-6.5% | $4,876-61.9% |
| Participant deferral / active EE | $7,271 | $3,664+98.5% | $2,958+145.8% | $5,439+33.7% |
| Admin fee / account holder | $267 | $7,155-96.3% | $5,134-94.8% | $10,885-97.5% |