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 | $39,308 | $56,277-30.2% | $80,975-51.5% | $62,891-37.5% |
| Participation rate | 83.3% | 69.0%+14.4pp | 75.8%+7.5pp | 69.3%+14.0pp |
| Annual return | 315.31% | 22.12%+293.2pp | 17.10%+298.2pp | 20.14%+295.2pp |
| Employer contribution / active EE | $833 | $1,943-57.2% | $3,714-77.6% | $2,281-63.5% |
| Participant deferral / active EE | $6,931 | $4,195+65.2% | $5,696+21.7% | $3,203+116.4% |
| Admin fee / account holder | $240 | $3,741-93.6% | $5,516-95.7% | $4,296-94.4% |