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 4-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 | $33,645 | $96,635-65.2% | $86,612-61.2% | $139,434-75.9% |
| Participation rate | 77.8% | 74.4%+3.4pp | 71.7%+6.1pp | 80.3%-2.5pp |
| Annual return | 31.70% | 106.41%-74.7pp | 591.07%-559.4pp | 372.94%-341.2pp |
| Employer contribution / active EE | $2,334 | $3,263-28.5% | $3,022-22.8% | $4,751-50.9% |
| Participant deferral / active EE | $11,170 | $4,836+131.0% | $4,438+151.7% | $6,710+66.5% |
| Admin fee / account holder | $118 | $6,408-98.2% | $5,614-97.9% | $11,403-99.0% |