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 | $48,265 | $39,019+23.7% | $80,716-40.2% | $85,850-43.8% |
| Participation rate | 91.4% | 41.5%+49.9pp | 54.2%+37.3pp | 69.3%+22.1pp |
| Annual return | 18.08% | 26.27%-8.2pp | 87.28%-69.2pp | 318.53%-300.5pp |
| Employer contribution / active EE | $728 | $722+0.9% | $1,160-37.2% | $2,565-71.6% |
| Participant deferral / active EE | $1,133 | $1,326-14.6% | $2,146-47.2% | $3,952-71.3% |
| Admin fee / account holder | $265 | $2,431-89.1% | $3,380-92.2% | $6,260-95.8% |