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 | $17,726 | $91,190-80.6% | $178,490-90.1% | $79,858-77.8% |
| Participation rate | 85.7% | 69.2%+16.5pp | 81.9%+3.8pp | 69.6%+16.1pp |
| Annual return | 50.21% | 24.19%+26.0pp | 151.07%-100.9pp | 31.71%+18.5pp |
| Employer contribution / active EE | $1,676 | $3,256-48.5% | $5,011-66.5% | $2,471-32.2% |
| Participant deferral / active EE | $1,676 | $3,236-48.2% | $5,202-67.8% | $3,740-55.2% |
| Admin fee / account holder | $173 | $6,751-97.4% | $13,984-98.8% | $5,306-96.7% |