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 | $32,082 | $99,877-67.9% | $84,966-62.2% | $145,922-78.0% |
| Participation rate | 81.8% | 74.1%+7.7pp | 67.5%+14.3pp | 80.3%+1.5pp |
| Annual return | 12.86% | 83.76%-70.9pp | 66.38%-53.5pp | 561.29%-548.4pp |
| Employer contribution / active EE | $1,600 | $3,231-50.5% | $2,727-41.3% | $4,660-65.7% |
| Participant deferral / active EE | $1,600 | $5,291-69.8% | $4,519-64.6% | $6,688-76.1% |
| Admin fee / account holder | $195 | $7,248-97.3% | $6,149-96.8% | $13,397-98.5% |