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 | $35,957 | $90,600-60.3% | $79,464-54.8% | $135,375-73.4% |
| Participation rate | 77.8% | 76.0%+1.7pp | 73.3%+4.4pp | 82.6%-4.9pp |
| Annual return | 9.80% | 977.43%-967.6pp | 718.14%-708.3pp | 519.73%-509.9pp |
| Employer contribution / active EE | $3,990 | $3,068+30.0% | $2,800+42.5% | $4,779-16.5% |
| Participant deferral / active EE | $11,144 | $4,050+175.1% | $3,704+200.9% | $5,609+98.7% |
| Admin fee / account holder | $25 | $5,907-99.6% | $5,113-99.5% | $10,827-99.8% |