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 | $37,513 | $108,642-65.5% | $74,701-49.8% | $152,861-75.5% |
| Participation rate | 90.9% | 65.3%+25.6pp | 54.5%+36.4pp | 82.4%+8.5pp |
| Annual return | 20.32% | 114.06%-93.7pp | 752.92%-732.6pp | 345.32%-325.0pp |
| Employer contribution / active EE | $1,027 | $1,503-31.7% | $1,084-5.3% | $4,762-78.4% |
| Participant deferral / active EE | $4,370 | $2,712+61.1% | $1,964+122.5% | $5,850-25.3% |
| Admin fee / account holder | $21 | $4,902-99.6% | $3,333-99.4% | $11,596-99.8% |