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 | $39,797 | $99,652-60.1% | $78,778-49.5% | $147,584-73.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 16.84% | 47.28%-30.4pp | 35.62%-18.8pp | 578.55%-561.7pp |
| Employer contribution / active EE | $6,807 | $2,796+143.5% | $1,986+242.8% | $4,876+39.6% |
| Participant deferral / active EE | $3,572 | $3,664-2.5% | $2,958+20.7% | $5,439-34.3% |
| Admin fee / account holder | $13 | $7,155-99.8% | $5,134-99.8% | $10,885-99.9% |