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 | $34,606 | $107,334-67.8% | $92,893-62.7% | $152,861-77.4% |
| Participation rate | 81.8% | 79.8%+2.0pp | 76.0%+5.8pp | 82.4%-0.6pp |
| Annual return | 21.36% | 145.58%-124.2pp | 109.41%-88.1pp | 345.32%-324.0pp |
| Employer contribution / active EE | $1,916 | $4,221-54.6% | $3,653-47.6% | $4,762-59.8% |
| Participant deferral / active EE | $6,868 | $4,845+41.8% | $4,236+62.1% | $5,850+17.4% |
| Admin fee / account holder | $20 | $7,079-99.7% | $5,794-99.7% | $11,596-99.8% |