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 | $63,700 | $96,635-34.1% | $86,612-26.5% | $139,434-54.3% |
| Participation rate | 90.9% | 74.4%+16.5pp | 71.7%+19.2pp | 80.3%+10.6pp |
| Annual return | 24.04% | 106.41%-82.4pp | 591.07%-567.0pp | 372.94%-348.9pp |
| Employer contribution / active EE | $1,664 | $3,263-49.0% | $3,022-44.9% | $4,751-65.0% |
| Participant deferral / active EE | $3,294 | $4,836-31.9% | $4,438-25.8% | $6,710-50.9% |
| Admin fee / account holder | $106 | $6,408-98.4% | $5,614-98.1% | $11,403-99.1% |