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 | $37,872 | $96,635-60.8% | $86,612-56.3% | $139,434-72.8% |
| Participation rate | 95.7% | 74.4%+21.3pp | 71.7%+24.0pp | 80.3%+15.3pp |
| Annual return | 24.11% | 106.41%-82.3pp | 591.07%-567.0pp | 372.94%-348.8pp |
| Employer contribution / active EE | $2,565 | $3,263-21.4% | $3,022-15.1% | $4,751-46.0% |
| Participant deferral / active EE | $2,103 | $4,836-56.5% | $4,438-52.6% | $6,710-68.7% |
| Admin fee / account holder | $151 | $6,408-97.6% | $5,614-97.3% | $11,403-98.7% |