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 | $38,962 | $110,502-64.7% | $80,716-51.7% | $167,490-76.7% |
| Participation rate | 94.4% | 64.0%+30.5pp | 54.2%+40.3pp | 82.1%+12.3pp |
| Annual return | 8.35% | 120.54%-112.2pp | 87.28%-78.9pp | 478.56%-470.2pp |
| Employer contribution / active EE | $2,858 | $1,543+85.2% | $1,160+146.3% | $4,837-40.9% |
| Participant deferral / active EE | $1,444 | $2,871-49.7% | $2,146-32.7% | $6,341-77.2% |
| Admin fee / account holder | $0 | $4,545-100.0% | $3,380-100.0% | $12,309-100.0% |