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 | $47,962 | $60,124-20.2% | $90,404-46.9% | $79,858-39.9% |
| Participation rate | 92.3% | 65.0%+27.3pp | 72.7%+19.6pp | 69.6%+22.7pp |
| Annual return | 15.70% | 71.94%-56.2pp | 1293.02%-1277.3pp | 31.71%-16.0pp |
| Employer contribution / active EE | $1,508 | $2,068-27.1% | $3,262-53.8% | $2,471-39.0% |
| Participant deferral / active EE | $2,634 | $2,938-10.3% | $3,963-33.5% | $3,740-29.6% |
| Admin fee / account holder | $0 | $3,976-100.0% | $5,611-100.0% | $5,306-100.0% |