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 | $20,201 | $91,037-77.8% | $71,671-71.8% | $147,584-86.3% |
| Participation rate | 79.2% | 76.1%+3.0pp | 68.7%+10.4pp | 82.8%-3.7pp |
| Annual return | 117.81% | 20.48%+97.3pp | 20.65%+97.2pp | 578.55%-460.7pp |
| Employer contribution / active EE | $1,664 | $3,327-50.0% | $2,460-32.3% | $4,876-65.9% |
| Participant deferral / active EE | $2,637 | $4,498-41.4% | $3,438-23.3% | $5,439-51.5% |
| Admin fee / account holder | $5 | $8,613-99.9% | $5,558-99.9% | $10,885-100.0% |