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 | $37,213 | $101,069-63.2% | $81,478-54.3% | $147,584-74.8% |
| Participation rate | 87.5% | 74.5%+13.0pp | 68.0%+19.5pp | 82.8%+4.7pp |
| Annual return | 19.60% | 32.40%-12.8pp | 38.78%-19.2pp | 578.55%-559.0pp |
| Employer contribution / active EE | $1,679 | $3,205-47.6% | $2,568-34.6% | $4,876-65.6% |
| Participant deferral / active EE | $5,656 | $4,242+33.3% | $3,537+59.9% | $5,439+4.0% |
| Admin fee / account holder | $14 | $5,812-99.8% | $4,561-99.7% | $10,885-99.9% |