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 | $33,832 | $81,208-58.3% | $98,907-65.8% | $79,858-57.6% |
| Participation rate | 82.4% | 72.5%+9.8pp | 76.0%+6.3pp | 69.6%+12.7pp |
| Annual return | 16.37% | 60.99%-44.6pp | 196.43%-180.1pp | 31.71%-15.3pp |
| Employer contribution / active EE | $663 | $1,960-66.2% | $2,689-75.4% | $2,471-73.2% |
| Participant deferral / active EE | $1,429 | $3,265-56.2% | $4,244-66.3% | $3,740-61.8% |
| Admin fee / account holder | $288 | $6,013-95.2% | $6,642-95.7% | $5,306-94.6% |