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 | $38,590 | $109,817-64.9% | $98,442-60.8% | $167,490-77.0% |
| Participation rate | 95.2% | 75.8%+19.4pp | 73.3%+21.9pp | 82.1%+13.1pp |
| Annual return | 25.28% | 1956.69%-1931.4pp | 1492.73%-1467.5pp | 478.56%-453.3pp |
| Employer contribution / active EE | $3,147 | $3,224-2.4% | $2,960+6.3% | $4,837-34.9% |
| Participant deferral / active EE | $5,958 | $4,673+27.5% | $4,276+39.3% | $6,341-6.0% |
| Admin fee / account holder | $213 | $6,753-96.8% | $5,949-96.4% | $12,309-98.3% |