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 | $14,050 | $53,516-73.7% | $126,539-88.9% | $84,808-83.4% |
| Participation rate | 75.8% | 58.2%+17.5pp | 69.8%+5.9pp | 68.3%+7.4pp |
| Annual return | 14.47% | 58.34%-43.9pp | 425.95%-411.5pp | 40.90%-26.4pp |
| Employer contribution / active EE | $768 | $1,535-49.9% | $3,674-79.1% | $2,631-70.8% |
| Participant deferral / active EE | $1,816 | $2,671-32.0% | $4,083-55.5% | $4,212-56.9% |
| Admin fee / account holder | $220 | $4,497-95.1% | $6,065-96.4% | $7,344-97.0% |