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 | $36,780 | $48,795-24.6% | $65,493-43.8% | $84,808-56.6% |
| Participation rate | 96.6% | 67.0%+29.6pp | 73.1%+23.5pp | 68.3%+28.2pp |
| Annual return | 12.20% | 20.20%-8.0pp | 982.45%-970.2pp | 40.90%-28.7pp |
| Employer contribution / active EE | $913 | $1,930-52.7% | $2,574-64.5% | $2,631-65.3% |
| Participant deferral / active EE | $4,731 | $2,928+61.6% | $3,961+19.4% | $4,212+12.3% |
| Admin fee / account holder | $184 | $3,877-95.3% | $5,028-96.3% | $7,344-97.5% |