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 | $18,561 | $95,561-80.6% | $77,163-75.9% | $139,434-86.7% |
| Participation rate | 90.5% | 73.9%+16.5pp | 69.6%+20.9pp | 80.3%+10.2pp |
| Annual return | 22.11% | 54.92%-32.8pp | 37.87%-15.8pp | 372.94%-350.8pp |
| Employer contribution / active EE | $1,510 | $3,147-52.0% | $2,535-40.4% | $4,751-68.2% |
| Participant deferral / active EE | $819 | $4,624-82.3% | $3,833-78.6% | $6,710-87.8% |
| Admin fee / account holder | $16 | $8,295-99.8% | $5,472-99.7% | $11,403-99.9% |