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 | $43,526 | $96,635-55.0% | $86,612-49.7% | $139,434-68.8% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 23.40% | 106.41%-83.0pp | 591.07%-567.7pp | 372.94%-349.5pp |
| Employer contribution / active EE | $2,586 | $3,263-20.8% | $3,022-14.4% | $4,751-45.6% |
| Participant deferral / active EE | $3,696 | $4,836-23.6% | $4,438-16.7% | $6,710-44.9% |
| Admin fee / account holder | $18 | $6,408-99.7% | $5,614-99.7% | $11,403-99.8% |