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 | $61,484 | $175,202-64.9% | $149,673-58.9% | $139,434-55.9% |
| Participation rate | 86.7% | 83.4%+3.3pp | 78.8%+7.9pp | 80.3%+6.3pp |
| Annual return | 20.07% | 166.71%-146.6pp | 134.42%-114.3pp | 372.94%-352.9pp |
| Employer contribution / active EE | $1,163 | $5,474-78.8% | $4,818-75.9% | $4,751-75.5% |
| Participant deferral / active EE | $2,897 | $6,519-55.6% | $5,680-49.0% | $6,710-56.8% |
| Admin fee / account holder | $20 | $16,150-99.9% | $13,210-99.8% | $11,403-99.8% |