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 | $58,330 | $88,751-34.3% | $81,812-28.7% | $145,922-60.0% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.3%+20.0pp | 80.3%+12.0pp |
| Annual return | 11.01% | 1025.40%-1014.4pp | 773.79%-762.8pp | 561.29%-550.3pp |
| Employer contribution / active EE | $9,218 | $3,083+198.9% | $2,912+216.5% | $4,660+97.8% |
| Participant deferral / active EE | $3,843 | $4,643-17.2% | $4,319-11.0% | $6,688-42.5% |
| Admin fee / account holder | $178 | $8,415-97.9% | $7,386-97.6% | $13,397-98.7% |