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 | $58,272 | $99,985-41.7% | $146,665-60.3% | $85,850-32.1% |
| Participation rate | 90.9% | 73.1%+17.9pp | 80.1%+10.8pp | 69.3%+21.6pp |
| Annual return | 47.48% | 18.93%+28.5pp | 22.74%+24.7pp | 318.53%-271.1pp |
| Employer contribution / active EE | $2,273 | $2,559-11.2% | $4,136-45.1% | $2,565-11.4% |
| Participant deferral / active EE | $1,892 | $4,006-52.8% | $5,506-65.6% | $3,952-52.1% |
| Admin fee / account holder | $83 | $7,702-98.9% | $10,280-99.2% | $6,260-98.7% |