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 | $34,721 | $91,037-61.9% | $71,671-51.6% | $147,584-76.5% |
| Participation rate | 83.3% | 76.1%+7.2pp | 68.7%+14.6pp | 82.8%+0.5pp |
| Annual return | 18.45% | 20.48%-2.0pp | 20.65%-2.2pp | 578.55%-560.1pp |
| Employer contribution / active EE | $2,070 | $3,327-37.8% | $2,460-15.9% | $4,876-57.6% |
| Participant deferral / active EE | $9,489 | $4,498+111.0% | $3,438+176.0% | $5,439+74.5% |
| Admin fee / account holder | $115 | $8,613-98.7% | $5,558-97.9% | $10,885-98.9% |