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 | $34,449 | $103,376-66.7% | $87,100-60.4% | $152,861-77.5% |
| Participation rate | 79.2% | 79.3%-0.2pp | 76.9%+2.3pp | 82.4%-3.3pp |
| Annual return | 22.86% | 28.10%-5.2pp | 28.19%-5.3pp | 345.32%-322.5pp |
| Employer contribution / active EE | $1,785 | $3,220-44.6% | $2,521-29.2% | $4,762-62.5% |
| Participant deferral / active EE | $2,422 | $4,778-49.3% | $4,049-40.2% | $5,850-58.6% |
| Admin fee / account holder | $47 | $12,205-99.6% | $7,497-99.4% | $11,596-99.6% |