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 | $22,388 | $99,652-77.5% | $78,778-71.6% | $147,584-84.8% |
| Participation rate | 87.5% | 76.2%+11.3pp | 69.2%+18.3pp | 82.8%+4.7pp |
| Annual return | 11.72% | 47.28%-35.6pp | 35.62%-23.9pp | 578.55%-566.8pp |
| Employer contribution / active EE | $880 | $2,796-68.5% | $1,986-55.7% | $4,876-82.0% |
| Participant deferral / active EE | $907 | $3,664-75.2% | $2,958-69.3% | $5,439-83.3% |
| Admin fee / account holder | $4 | $7,155-100.0% | $5,134-99.9% | $10,885-100.0% |