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 | $34,994 | $95,971-63.5% | $74,550-53.1% | $135,375-74.2% |
| Participation rate | 81.3% | 75.7%+5.6pp | 69.1%+12.1pp | 82.6%-1.4pp |
| Annual return | 0.80% | 56.96%-56.2pp | 32.53%-31.7pp | 519.73%-518.9pp |
| Employer contribution / active EE | $3,125 | $2,716+15.1% | $1,961+59.4% | $4,779-34.6% |
| Participant deferral / active EE | $0 | $3,843-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $240 | $6,522-96.3% | $5,060-95.3% | $10,827-97.8% |