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 | $21,297 | $115,770-81.6% | $101,248-79.0% | $158,922-86.6% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 39.96% | 56.14%-16.2pp | 46.47%-6.5pp | 302.83%-262.9pp |
| Employer contribution / active EE | $818 | $4,175-80.4% | $3,660-77.7% | $4,761-82.8% |
| Participant deferral / active EE | $2,650 | $4,957-46.6% | $4,370-39.4% | $5,982-55.7% |
| Admin fee / account holder | $8 | $7,245-99.9% | $5,945-99.9% | $11,246-99.9% |