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 | $34,751 | $108,172-67.9% | $77,482-55.1% | $158,922-78.1% |
| Participation rate | 83.3% | 64.4%+18.9pp | 54.2%+29.1pp | 82.0%+1.4pp |
| Annual return | 23.53% | 31.67%-8.1pp | 54.79%-31.3pp | 302.83%-279.3pp |
| Employer contribution / active EE | $1,501 | $1,325+13.3% | $986+52.1% | $4,761-68.5% |
| Participant deferral / active EE | $6,689 | $2,456+172.3% | $1,861+259.4% | $5,982+11.8% |
| Admin fee / account holder | $159 | $3,708-95.7% | $2,858-94.4% | $11,246-98.6% |