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 | $64,275 | $144,119-55.4% | $117,854-45.5% | $147,584-56.4% |
| Participation rate | 90.0% | 83.4%+6.6pp | 79.7%+10.3pp | 82.8%+7.2pp |
| Annual return | 14.15% | 531.15%-517.0pp | 335.08%-320.9pp | 578.55%-564.4pp |
| Employer contribution / active EE | $2,878 | $4,896-41.2% | $3,786-24.0% | $4,876-41.0% |
| Participant deferral / active EE | $8,315 | $5,316+56.4% | $4,482+85.5% | $5,439+52.9% |
| Admin fee / account holder | $8 | $10,886-99.9% | $8,020-99.9% | $10,885-99.9% |