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 | $34,849 | $107,334-67.5% | $92,893-62.5% | $152,861-77.2% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.4%+6.4pp |
| Annual return | 21.41% | 145.58%-124.2pp | 109.41%-88.0pp | 345.32%-323.9pp |
| Employer contribution / active EE | $7,210 | $4,221+70.8% | $3,653+97.4% | $4,762+51.4% |
| Participant deferral / active EE | $6,245 | $4,845+28.9% | $4,236+47.4% | $5,850+6.8% |
| Admin fee / account holder | $14 | $7,079-99.8% | $5,794-99.8% | $11,596-99.9% |