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 | $28,921 | $85,202-66.1% | $172,739-83.3% | $72,985-60.4% |
| Participation rate | 75.8% | 70.1%+5.7pp | 82.6%-6.9pp | 69.5%+6.3pp |
| Annual return | 18.72% | 27.32%-8.6pp | 802.84%-784.1pp | 81.00%-62.3pp |
| Employer contribution / active EE | $1,751 | $3,324-47.3% | $5,143-65.9% | $2,440-28.2% |
| Participant deferral / active EE | $3,091 | $3,260-5.2% | $5,198-40.5% | $3,607-14.3% |
| Admin fee / account holder | $190 | $5,884-96.8% | $13,954-98.6% | $5,124-96.3% |