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 | $74,318 | $99,652-25.4% | $78,778-5.7% | $147,584-49.6% |
| Participation rate | 90.9% | 76.2%+14.7pp | 69.2%+21.7pp | 82.8%+8.1pp |
| Annual return | 12.08% | 47.28%-35.2pp | 35.62%-23.5pp | 578.55%-566.5pp |
| Employer contribution / active EE | $1,669 | $2,796-40.3% | $1,986-16.0% | $4,876-65.8% |
| Participant deferral / active EE | $4,741 | $3,664+29.4% | $2,958+60.3% | $5,439-12.8% |
| Admin fee / account holder | $145 | $7,155-98.0% | $5,134-97.2% | $10,885-98.7% |