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 7-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 | $41,476 | $118,849-65.1% | $96,562-57.0% | $167,490-75.2% |
| Participation rate | 91.7% | 75.5%+16.2pp | 69.8%+21.9pp | 82.1%+9.6pp |
| Annual return | 11.20% | 50.49%-39.3pp | 37.78%-26.6pp | 478.56%-467.4pp |
| Employer contribution / active EE | $2,281 | $3,120-26.9% | $2,356-3.2% | $4,837-52.8% |
| Participant deferral / active EE | $6,876 | $4,616+49.0% | $3,849+78.6% | $6,341+8.4% |
| Admin fee / account holder | $7 | $8,065-99.9% | $6,181-99.9% | $12,309-99.9% |