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 | $42,558 | $77,419-45.0% | $69,455-38.7% | $152,861-72.2% |
| Participation rate | 93.8% | 78.1%+15.6pp | 74.6%+19.1pp | 82.4%+11.3pp |
| Annual return | 25.80% | 39.06%-13.3pp | 28.97%-3.2pp | 345.32%-319.5pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,720 | $4,414-61.0% | $3,535-51.4% | $5,850-70.6% |
| Admin fee / account holder | $30 | $6,207-99.5% | $3,839-99.2% | $11,596-99.7% |