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 | $15,085 | $85,202-82.3% | $172,739-91.3% | $72,985-79.3% |
| Participation rate | 73.1% | 70.1%+3.0pp | 82.6%-9.6pp | 69.5%+3.6pp |
| Annual return | 18.52% | 27.32%-8.8pp | 802.84%-784.3pp | 81.00%-62.5pp |
| Employer contribution / active EE | $1,007 | $3,324-69.7% | $5,143-80.4% | $2,440-58.7% |
| Participant deferral / active EE | $1,649 | $3,260-49.4% | $5,198-68.3% | $3,607-54.3% |
| Admin fee / account holder | $148 | $5,884-97.5% | $13,954-98.9% | $5,124-97.1% |