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 | $50,058 | $135,635-63.1% | $110,238-54.6% | $135,375-63.0% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.8%+5.9pp | 82.6%+3.1pp |
| Annual return | 12.60% | 513.19%-500.6pp | 314.74%-302.1pp | 519.73%-507.1pp |
| Employer contribution / active EE | $2,904 | $4,906-40.8% | $3,826-24.1% | $4,779-39.2% |
| Participant deferral / active EE | $7,151 | $5,506+29.9% | $4,672+53.1% | $5,609+27.5% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |