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 | $37,475 | $96,635-61.2% | $86,612-56.7% | $139,434-73.1% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 11.50% | 106.41%-94.9pp | 591.07%-579.6pp | 372.94%-361.4pp |
| Employer contribution / active EE | $2,915 | $3,263-10.7% | $3,022-3.6% | $4,751-38.6% |
| Participant deferral / active EE | $6,171 | $4,836+27.6% | $4,438+39.1% | $6,710-8.0% |
| Admin fee / account holder | $61 | $6,408-99.0% | $5,614-98.9% | $11,403-99.5% |