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 | $61,122 | $88,751-31.1% | $81,812-25.3% | $145,922-58.1% |
| Participation rate | 93.8% | 75.0%+18.7pp | 72.3%+21.4pp | 80.3%+13.5pp |
| Annual return | 16.74% | 1025.40%-1008.7pp | 773.79%-757.0pp | 561.29%-544.5pp |
| Employer contribution / active EE | $4,430 | $3,083+43.7% | $2,912+52.1% | $4,660-4.9% |
| Participant deferral / active EE | $2,459 | $4,643-47.0% | $4,319-43.1% | $6,688-63.2% |
| Admin fee / account holder | $30 | $8,415-99.6% | $7,386-99.6% | $13,397-99.8% |