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 | $43,586 | $115,770-62.4% | $101,248-57.0% | $158,922-72.6% |
| Participation rate | 91.7% | 79.4%+12.3pp | 75.8%+15.9pp | 82.0%+9.7pp |
| Annual return | 10.38% | 56.14%-45.8pp | 46.47%-36.1pp | 302.83%-292.4pp |
| Employer contribution / active EE | $4,094 | $4,175-1.9% | $3,660+11.9% | $4,761-14.0% |
| Participant deferral / active EE | $5,762 | $4,957+16.2% | $4,370+31.9% | $5,982-3.7% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |