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 | $49,418 | $111,724-55.8% | $93,606-47.2% | $145,922-66.1% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 8.97% | 202.98%-194.0pp | 133.20%-124.2pp | 561.29%-552.3pp |
| Employer contribution / active EE | $1,512 | $3,090-51.0% | $2,420-37.5% | $4,660-67.5% |
| Participant deferral / active EE | $1,575 | $4,912-67.9% | $4,411-64.3% | $6,688-76.4% |
| Admin fee / account holder | $44 | $10,250-99.6% | $8,285-99.5% | $13,397-99.7% |