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 | $31,094 | $29,660+4.8% | $56,411-44.9% | $80,856-61.5% |
| Participation rate | 72.7% | 41.6%+31.1pp | 52.5%+20.3pp | 67.6%+5.1pp |
| Annual return | 18.75% | 35.23%-16.5pp | 1701.33%-1682.6pp | 35.59%-16.8pp |
| Employer contribution / active EE | $512 | $669-23.6% | $1,039-50.7% | $2,755-81.4% |
| Participant deferral / active EE | $3,762 | $1,226+206.9% | $1,952+92.8% | $4,296-12.4% |
| Admin fee / account holder | $202 | $2,428-91.7% | $2,829-92.9% | $6,918-97.1% |