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 | $44,646 | $111,724-60.0% | $93,606-52.3% | $145,922-69.4% |
| Participation rate | 92.9% | 74.2%+18.6pp | 68.7%+24.1pp | 80.3%+12.6pp |
| Annual return | 10.21% | 202.98%-192.8pp | 133.20%-123.0pp | 561.29%-551.1pp |
| Employer contribution / active EE | $1,953 | $3,090-36.8% | $2,420-19.3% | $4,660-58.1% |
| Participant deferral / active EE | $4,047 | $4,912-17.6% | $4,411-8.3% | $6,688-39.5% |
| Admin fee / account holder | $252 | $10,250-97.5% | $8,285-97.0% | $13,397-98.1% |