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 | $24,366 | $52,519-53.6% | $155,790-84.4% | $59,632-59.1% |
| Participation rate | 84.7% | 61.7%+23.0pp | 76.1%+8.6pp | 68.7%+16.1pp |
| Annual return | 3.81% | 53.51%-49.7pp | 71.54%-67.7pp | 2041.28%-2037.5pp |
| Employer contribution / active EE | $2,844 | $1,589+78.9% | $3,836-25.9% | $2,203+29.1% |
| Participant deferral / active EE | $5,049 | $3,084+63.7% | $4,797+5.2% | $3,192+58.2% |
| Admin fee / account holder | $91 | $3,540-97.4% | $7,478-98.8% | $4,297-97.9% |