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 | $41,816 | $89,753-53.4% | $107,525-61.1% | $84,808-50.7% |
| Participation rate | 79.4% | 68.1%+11.4pp | 75.1%+4.3pp | 68.3%+11.1pp |
| Annual return | 13.17% | 29.48%-16.3pp | 181.32%-168.2pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,750 | $3,113-43.8% | $3,754-53.4% | $2,631-33.5% |
| Participant deferral / active EE | $2,600 | $4,056-35.9% | $5,116-49.2% | $4,212-38.3% |
| Admin fee / account holder | $300 | $7,222-95.8% | $8,919-96.6% | $7,344-95.9% |