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 | $55,618 | $101,069-45.0% | $81,478-31.7% | $147,584-62.3% |
| Participation rate | 95.7% | 74.5%+21.2pp | 68.0%+27.7pp | 82.8%+12.8pp |
| Annual return | 21.81% | 32.40%-10.6pp | 38.78%-17.0pp | 578.55%-556.7pp |
| Employer contribution / active EE | $1,464 | $3,205-54.3% | $2,568-43.0% | $4,876-70.0% |
| Participant deferral / active EE | $1,932 | $4,242-54.5% | $3,537-45.4% | $5,439-64.5% |
| Admin fee / account holder | $47 | $5,812-99.2% | $4,561-99.0% | $10,885-99.6% |