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 | $29,868 | $74,888-60.1% | $71,209-58.1% | $142,382-79.0% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 25.35% | 345.14%-319.8pp | 282.51%-257.2pp | 217.08%-191.7pp |
| Employer contribution / active EE | $8,076 | $2,854+182.9% | $2,721+196.8% | $4,299+87.9% |
| Participant deferral / active EE | $6,377 | $4,454+43.2% | $4,175+52.7% | $6,507-2.0% |
| Admin fee / account holder | $87 | $5,568-98.4% | $5,349-98.4% | $12,624-99.3% |