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 | $45,189 | $101,069-55.3% | $81,478-44.5% | $147,584-69.4% |
| Participation rate | 77.8% | 74.5%+3.3pp | 68.0%+9.8pp | 82.8%-5.1pp |
| Annual return | 22.39% | 32.40%-10.0pp | 38.78%-16.4pp | 578.55%-556.2pp |
| Employer contribution / active EE | $1,776 | $3,205-44.6% | $2,568-30.9% | $4,876-63.6% |
| Participant deferral / active EE | $5,643 | $4,242+33.0% | $3,537+59.6% | $5,439+3.8% |
| Admin fee / account holder | $6 | $5,812-99.9% | $4,561-99.9% | $10,885-99.9% |