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 | $35,696 | $96,305-62.9% | $80,569-55.7% | $139,434-74.4% |
| Participation rate | 92.3% | 73.6%+18.7pp | 67.0%+25.3pp | 80.3%+12.0pp |
| Annual return | 12.66% | 1350.08%-1337.4pp | 935.43%-922.8pp | 372.94%-360.3pp |
| Employer contribution / active EE | $2,308 | $3,262-29.3% | $2,723-15.3% | $4,751-51.4% |
| Participant deferral / active EE | $0 | $5,232-100.0% | $4,447-100.0% | $6,710-100.0% |
| Admin fee / account holder | $133 | $6,599-98.0% | $5,377-97.5% | $11,403-98.8% |