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 | $42,237 | $63,346-33.3% | $92,233-54.2% | $70,131-39.8% |
| Participation rate | 88.5% | 68.7%+19.8pp | 76.5%+12.0pp | 69.5%+18.9pp |
| Annual return | 14.06% | 530.12%-516.1pp | 176.28%-162.2pp | 73.14%-59.1pp |
| Employer contribution / active EE | $870 | $2,471-64.8% | $3,679-76.4% | $2,342-62.9% |
| Participant deferral / active EE | $1,444 | $2,854-49.4% | $3,897-62.9% | $3,332-56.6% |
| Admin fee / account holder | $48 | $3,840-98.8% | $5,194-99.1% | $4,645-99.0% |