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 | $30,149 | $103,376-70.8% | $87,100-65.4% | $152,861-80.3% |
| Participation rate | 90.5% | 79.3%+11.1pp | 76.9%+13.6pp | 82.4%+8.0pp |
| Annual return | 19.75% | 28.10%-8.3pp | 28.19%-8.4pp | 345.32%-325.6pp |
| Employer contribution / active EE | $1,825 | $3,220-43.3% | $2,521-27.6% | $4,762-61.7% |
| Participant deferral / active EE | $2,286 | $4,778-52.1% | $4,049-43.5% | $5,850-60.9% |
| Admin fee / account holder | $187 | $12,205-98.5% | $7,497-97.5% | $11,596-98.4% |