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 | $36,895 | $101,069-63.5% | $81,478-54.7% | $147,584-75.0% |
| Participation rate | 94.4% | 74.5%+20.0pp | 68.0%+26.5pp | 82.8%+11.6pp |
| Annual return | 17.57% | 32.40%-14.8pp | 38.78%-21.2pp | 578.55%-561.0pp |
| Employer contribution / active EE | $1,614 | $3,205-49.6% | $2,568-37.1% | $4,876-66.9% |
| Participant deferral / active EE | $3,151 | $4,242-25.7% | $3,537-10.9% | $5,439-42.1% |
| Admin fee / account holder | $26 | $5,812-99.6% | $4,561-99.4% | $10,885-99.8% |