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 | $33,512 | $89,355-62.5% | $141,162-76.3% | $72,985-54.1% |
| Participation rate | 77.4% | 75.1%+2.3pp | 82.5%-5.1pp | 69.5%+7.9pp |
| Annual return | 24.50% | 111.85%-87.3pp | 71.39%-46.9pp | 81.00%-56.5pp |
| Employer contribution / active EE | $2,231 | $3,114-28.4% | $4,735-52.9% | $2,440-8.5% |
| Participant deferral / active EE | $7,007 | $5,418+29.3% | $6,709+4.4% | $3,607+94.2% |
| Admin fee / account holder | $78 | $5,958-98.7% | $10,261-99.2% | $5,124-98.5% |