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 | $23,822 | $96,635-75.3% | $86,612-72.5% | $139,434-82.9% |
| Participation rate | 88.9% | 74.4%+14.5pp | 71.7%+17.2pp | 80.3%+8.6pp |
| Annual return | 20.69% | 106.41%-85.7pp | 591.07%-570.4pp | 372.94%-352.3pp |
| Employer contribution / active EE | $1,518 | $3,263-53.5% | $3,022-49.8% | $4,751-68.1% |
| Participant deferral / active EE | $6,716 | $4,836+38.9% | $4,438+51.3% | $6,710+0.1% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |