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 | $32,309 | $95,561-66.2% | $77,163-58.1% | $139,434-76.8% |
| Participation rate | 90.0% | 73.9%+16.1pp | 69.6%+20.4pp | 80.3%+9.7pp |
| Annual return | 12.30% | 54.92%-42.6pp | 37.87%-25.6pp | 372.94%-360.6pp |
| Employer contribution / active EE | $1,414 | $3,147-55.1% | $2,535-44.2% | $4,751-70.2% |
| Participant deferral / active EE | $1,119 | $4,624-75.8% | $3,833-70.8% | $6,710-83.3% |
| Admin fee / account holder | $2 | $8,295-100.0% | $5,472-100.0% | $11,403-100.0% |