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 | $32,359 | $135,952-76.2% | $123,892-73.9% | $273,961-88.2% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 4.96% | 56.63%-51.7pp | 47.52%-42.6pp | 41.45%-36.5pp |
| Employer contribution / active EE | $1,789 | $5,170-65.4% | $4,617-61.2% | $4,869-63.3% |
| Participant deferral / active EE | $3,086 | $6,343-51.3% | $5,984-48.4% | $5,287-41.6% |
| Admin fee / account holder | $27 | $9,817-99.7% | $8,357-99.7% | $10,132-99.7% |