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 | $48,098 | $99,652-51.7% | $78,778-38.9% | $147,584-67.4% |
| Participation rate | 90.9% | 76.2%+14.7pp | 69.2%+21.7pp | 82.8%+8.1pp |
| Annual return | 173.06% | 47.28%+125.8pp | 35.62%+137.4pp | 578.55%-405.5pp |
| Employer contribution / active EE | $3,974 | $2,796+42.1% | $1,986+100.1% | $4,876-18.5% |
| Participant deferral / active EE | $4,409 | $3,664+20.4% | $2,958+49.0% | $5,439-18.9% |
| Admin fee / account holder | $201 | $7,155-97.2% | $5,134-96.1% | $10,885-98.2% |