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 | $68,671 | $115,770-40.7% | $101,248-32.2% | $158,922-56.8% |
| Participation rate | 86.7% | 79.4%+7.3pp | 75.8%+10.9pp | 82.0%+4.7pp |
| Annual return | 16.30% | 56.14%-39.8pp | 46.47%-30.2pp | 302.83%-286.5pp |
| Employer contribution / active EE | $1,288 | $4,175-69.1% | $3,660-64.8% | $4,761-72.9% |
| Participant deferral / active EE | $2,231 | $4,957-55.0% | $4,370-49.0% | $5,982-62.7% |
| Admin fee / account holder | $50 | $7,245-99.3% | $5,945-99.2% | $11,246-99.6% |