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 | $28,861 | $115,770-75.1% | $101,248-71.5% | $158,922-81.8% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 18.46% | 56.14%-37.7pp | 46.47%-28.0pp | 302.83%-284.4pp |
| Employer contribution / active EE | $1,131 | $4,175-72.9% | $3,660-69.1% | $4,761-76.2% |
| Participant deferral / active EE | $1,908 | $4,957-61.5% | $4,370-56.4% | $5,982-68.1% |
| Admin fee / account holder | $271 | $7,245-96.3% | $5,945-95.4% | $11,246-97.6% |