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 | $39,386 | $89,355-55.9% | $141,162-72.1% | $72,985-46.0% |
| Participation rate | 70.7% | 75.1%-4.4pp | 82.5%-11.7pp | 69.5%+1.2pp |
| Annual return | 22.19% | 111.85%-89.7pp | 71.39%-49.2pp | 81.00%-58.8pp |
| Employer contribution / active EE | $881 | $3,114-71.7% | $4,735-81.4% | $2,440-63.9% |
| Participant deferral / active EE | $2,967 | $5,418-45.2% | $6,709-55.8% | $3,607-17.7% |
| Admin fee / account holder | $3 | $5,958-100.0% | $10,261-100.0% | $5,124-99.9% |