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 | $45,029 | $88,751-49.3% | $81,812-45.0% | $145,922-69.1% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 10.33% | 1025.40%-1015.1pp | 773.79%-763.5pp | 561.29%-551.0pp |
| Employer contribution / active EE | $4,934 | $3,083+60.0% | $2,912+69.4% | $4,660+5.9% |
| Participant deferral / active EE | $1,234 | $4,643-73.4% | $4,319-71.4% | $6,688-81.6% |
| Admin fee / account holder | $150 | $8,415-98.2% | $7,386-98.0% | $13,397-98.9% |