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 | $69,827 | $102,966-32.2% | $90,281-22.7% | $152,861-54.3% |
| Participation rate | 95.7% | 75.9%+19.8pp | 73.3%+22.4pp | 82.4%+13.2pp |
| Annual return | 19.54% | 95.16%-75.6pp | 78.10%-58.6pp | 345.32%-325.8pp |
| Employer contribution / active EE | $8,717 | $3,139+177.7% | $2,854+205.4% | $4,762+83.0% |
| Participant deferral / active EE | $7,026 | $4,281+64.1% | $3,885+80.8% | $5,850+20.1% |
| Admin fee / account holder | $26 | $6,171-99.6% | $5,351-99.5% | $11,596-99.8% |