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 | $29,236 | $69,207-57.8% | $64,056-54.4% | $139,434-79.0% |
| Participation rate | 80.0% | 75.6%+4.4pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 11.82% | 45.88%-34.1pp | 33.69%-21.9pp | 372.94%-361.1pp |
| Employer contribution / active EE | $1,143 | $3,182-64.1% | $2,747-58.4% | $4,751-75.9% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $3,880-100.0% | $6,710-100.0% |
| Admin fee / account holder | $265 | $4,244-93.8% | $3,068-91.4% | $11,403-97.7% |