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 | $33,199 | $88,710-62.6% | $81,783-59.4% | $145,959-77.3% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 11.93% | 1027.26%-1015.3pp | 775.05%-763.1pp | 561.95%-550.0pp |
| Employer contribution / active EE | $1,775 | $3,083-42.4% | $2,913-39.1% | $4,661-61.9% |
| Participant deferral / active EE | $1,935 | $4,645-58.4% | $4,320-55.2% | $6,689-71.1% |
| Admin fee / account holder | $89 | $8,407-98.9% | $7,380-98.8% | $13,398-99.3% |