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 | $20,732 | $115,770-82.1% | $101,248-79.5% | $158,922-87.0% |
| Participation rate | 84.6% | 79.4%+5.2pp | 75.8%+8.8pp | 82.0%+2.7pp |
| Annual return | 23.76% | 56.14%-32.4pp | 46.47%-22.7pp | 302.83%-279.1pp |
| Employer contribution / active EE | $1,536 | $4,175-63.2% | $3,660-58.0% | $4,761-67.7% |
| Participant deferral / active EE | $3,020 | $4,957-39.1% | $4,370-30.9% | $5,982-49.5% |
| Admin fee / account holder | $37 | $7,245-99.5% | $5,945-99.4% | $11,246-99.7% |