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 8-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 | $40,001 | $83,477-52.1% | $125,175-68.0% | $72,985-45.2% |
| Participation rate | 77.4% | 73.3%+4.1pp | 79.8%-2.4pp | 69.5%+7.9pp |
| Annual return | 24.72% | 25.78%-1.1pp | 43.79%-19.1pp | 81.00%-56.3pp |
| Employer contribution / active EE | $947 | $2,345-59.6% | $3,865-75.5% | $2,440-61.2% |
| Participant deferral / active EE | $2,690 | $3,585-25.0% | $4,937-45.5% | $3,607-25.4% |
| Admin fee / account holder | $275 | $5,517-95.0% | $9,702-97.2% | $5,124-94.6% |