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 | $34,605 | $96,635-64.2% | $86,612-60.0% | $139,434-75.2% |
| Participation rate | 95.7% | 74.4%+21.3pp | 71.7%+24.0pp | 80.3%+15.3pp |
| Annual return | 15.70% | 106.41%-90.7pp | 591.07%-575.4pp | 372.94%-357.2pp |
| Employer contribution / active EE | $2,979 | $3,263-8.7% | $3,022-1.4% | $4,751-37.3% |
| Participant deferral / active EE | $3,457 | $4,836-28.5% | $4,438-22.1% | $6,710-48.5% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |