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 | $29,404 | $99,652-70.5% | $78,778-62.7% | $147,584-80.1% |
| Participation rate | 90.9% | 76.2%+14.7pp | 69.2%+21.7pp | 82.8%+8.1pp |
| Annual return | 20.82% | 47.28%-26.5pp | 35.62%-14.8pp | 578.55%-557.7pp |
| Employer contribution / active EE | $1,122 | $2,796-59.9% | $1,986-43.5% | $4,876-77.0% |
| Participant deferral / active EE | $3,849 | $3,664+5.1% | $2,958+30.1% | $5,439-29.2% |
| Admin fee / account holder | $86 | $7,155-98.8% | $5,134-98.3% | $10,885-99.2% |