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 | $39,020 | $78,705-50.4% | $117,854-66.9% | $70,131-44.4% |
| Participation rate | 81.8% | 73.2%+8.6pp | 79.7%+2.2pp | 69.5%+12.3pp |
| Annual return | 70.13% | 23.30%+46.8pp | 335.08%-264.9pp | 73.14%-3.0pp |
| Employer contribution / active EE | $6,588 | $2,223+196.3% | $3,786+74.0% | $2,342+181.2% |
| Participant deferral / active EE | $11,076 | $3,297+235.9% | $4,482+147.1% | $3,332+232.4% |
| Admin fee / account holder | $149 | $5,065-97.1% | $8,020-98.1% | $4,645-96.8% |