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 | $39,163 | $102,616-61.8% | $81,983-52.2% | $158,922-75.4% |
| Participation rate | 88.9% | 75.5%+13.4pp | 69.2%+19.6pp | 82.0%+6.9pp |
| Annual return | 15.00% | 61.04%-46.0pp | 41.31%-26.3pp | 302.83%-287.8pp |
| Employer contribution / active EE | $5,927 | $3,240+82.9% | $2,498+137.3% | $4,761+24.5% |
| Participant deferral / active EE | $1,258 | $4,648-72.9% | $3,722-66.2% | $5,982-79.0% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |