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 | $35,625 | $104,907-66.0% | $84,611-57.9% | $152,861-76.7% |
| Participation rate | 90.0% | 74.8%+15.2pp | 68.2%+21.8pp | 82.4%+7.6pp |
| Annual return | 24.90% | 373.79%-348.9pp | 258.74%-233.8pp | 345.32%-320.4pp |
| Employer contribution / active EE | $3,169 | $3,302-4.0% | $2,652+19.5% | $4,762-33.4% |
| Participant deferral / active EE | $7,131 | $4,688+52.1% | $3,899+82.9% | $5,850+21.9% |
| Admin fee / account holder | $122 | $6,241-98.0% | $4,912-97.5% | $11,596-99.0% |