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 | $34,073 | $72,177-52.8% | $115,037-70.4% | $59,632-42.9% |
| Participation rate | 97.4% | 72.6%+24.9pp | 81.4%+16.1pp | 68.7%+28.8pp |
| Annual return | 262.02% | 12.02%+250.0pp | 26.14%+235.9pp | 2041.28%-1779.3pp |
| Employer contribution / active EE | $1,410 | $2,841-50.4% | $4,608-69.4% | $2,203-36.0% |
| Participant deferral / active EE | $4,418 | $4,783-7.6% | $6,026-26.7% | $3,192+38.4% |
| Admin fee / account holder | $50 | $4,927-99.0% | $8,175-99.4% | $4,297-98.8% |