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 | $35,290 | $85,202-58.6% | $172,739-79.6% | $72,985-51.6% |
| Participation rate | 93.3% | 70.1%+23.3pp | 82.6%+10.7pp | 69.5%+23.8pp |
| Annual return | 18.08% | 27.32%-9.2pp | 802.84%-784.8pp | 81.00%-62.9pp |
| Employer contribution / active EE | $5,536 | $3,324+66.5% | $5,143+7.6% | $2,440+126.9% |
| Participant deferral / active EE | $4,293 | $3,260+31.7% | $5,198-17.4% | $3,607+19.0% |
| Admin fee / account holder | $187 | $5,884-96.8% | $13,954-98.7% | $5,124-96.4% |