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 | $32,931 | $96,635-65.9% | $86,612-62.0% | $139,434-76.4% |
| Participation rate | 95.7% | 74.4%+21.3pp | 71.7%+24.0pp | 80.3%+15.3pp |
| Annual return | 13.30% | 106.41%-93.1pp | 591.07%-577.8pp | 372.94%-359.6pp |
| Employer contribution / active EE | $5,675 | $3,263+73.9% | $3,022+87.8% | $4,751+19.5% |
| Participant deferral / active EE | $2,177 | $4,836-55.0% | $4,438-51.0% | $6,710-67.6% |
| Admin fee / account holder | $217 | $6,408-96.6% | $5,614-96.1% | $11,403-98.1% |