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 | $21,257 | $103,376-79.4% | $87,100-75.6% | $152,861-86.1% |
| Participation rate | 90.9% | 79.3%+11.6pp | 76.9%+14.0pp | 82.4%+8.5pp |
| Annual return | 19.94% | 28.10%-8.2pp | 28.19%-8.3pp | 345.32%-325.4pp |
| Employer contribution / active EE | $1,136 | $3,220-64.7% | $2,521-54.9% | $4,762-76.1% |
| Participant deferral / active EE | $1,946 | $4,778-59.3% | $4,049-51.9% | $5,850-66.7% |
| Admin fee / account holder | $51 | $12,205-99.6% | $7,497-99.3% | $11,596-99.6% |