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 | $53,408 | $111,724-52.2% | $93,606-42.9% | $145,922-63.4% |
| Participation rate | 93.8% | 74.2%+19.5pp | 68.7%+25.0pp | 80.3%+13.5pp |
| Annual return | 20.32% | 202.98%-182.7pp | 133.20%-112.9pp | 561.29%-541.0pp |
| Employer contribution / active EE | $1,185 | $3,090-61.6% | $2,420-51.0% | $4,660-74.6% |
| Participant deferral / active EE | $4,740 | $4,912-3.5% | $4,411+7.5% | $6,688-29.1% |
| Admin fee / account holder | $25 | $10,250-99.8% | $8,285-99.7% | $13,397-99.8% |