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 | $14,999 | $77,634-80.7% | $156,549-90.4% | $62,891-76.2% |
| Participation rate | 71.6% | 71.2%+0.4pp | 84.0%-12.4pp | 69.3%+2.3pp |
| Annual return | 126.21% | 50.32%+75.9pp | 32.23%+94.0pp | 20.14%+106.1pp |
| Employer contribution / active EE | $822 | $3,444-76.1% | $5,501-85.1% | $2,281-64.0% |
| Participant deferral / active EE | $1,752 | $3,045-42.5% | $4,871-64.0% | $3,203-45.3% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,027-100.0% | $4,296-100.0% |