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 | $46,015 | $102,966-55.3% | $90,281-49.0% | $152,861-69.9% |
| Participation rate | 94.1% | 75.9%+18.3pp | 73.3%+20.8pp | 82.4%+11.7pp |
| Annual return | 18.85% | 95.16%-76.3pp | 78.10%-59.2pp | 345.32%-326.5pp |
| Employer contribution / active EE | $3,496 | $3,139+11.4% | $2,854+22.5% | $4,762-26.6% |
| Participant deferral / active EE | $3,503 | $4,281-18.2% | $3,885-9.8% | $5,850-40.1% |
| Admin fee / account holder | $229 | $6,171-96.3% | $5,351-95.7% | $11,596-98.0% |