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 | $40,140 | $110,502-63.7% | $80,716-50.3% | $167,490-76.0% |
| Participation rate | 83.3% | 64.0%+19.4pp | 54.2%+29.2pp | 82.1%+1.2pp |
| Annual return | 8.45% | 120.54%-112.1pp | 87.28%-78.8pp | 478.56%-470.1pp |
| Employer contribution / active EE | $1,001 | $1,543-35.1% | $1,160-13.8% | $4,837-79.3% |
| Participant deferral / active EE | $1,042 | $2,871-63.7% | $2,146-51.4% | $6,341-83.6% |
| Admin fee / account holder | $278 | $4,545-93.9% | $3,380-91.8% | $12,309-97.7% |