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 | $46,138 | $27,915+65.3% | $58,482-21.1% | $75,163-38.6% |
| Participation rate | 83.8% | 38.8%+45.0pp | 50.9%+32.9pp | 67.2%+16.6pp |
| Annual return | 38.43% | 44.20%-5.8pp | 4239.32%-4200.9pp | 160.62%-122.2pp |
| Employer contribution / active EE | $1,162 | $669+73.6% | $1,053+10.3% | $2,670-56.5% |
| Participant deferral / active EE | $4,164 | $1,201+246.6% | $1,924+116.4% | $4,125+0.9% |
| Admin fee / account holder | $108 | $1,726-93.7% | $2,516-95.7% | $5,651-98.1% |