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 | $17,786 | $84,233-78.9% | $170,442-89.6% | $70,131-74.6% |
| Participation rate | 95.9% | 70.8%+25.1pp | 83.6%+12.3pp | 69.5%+26.4pp |
| Annual return | 25.36% | 23.06%+2.3pp | 205.93%-180.6pp | 73.14%-47.8pp |
| Employer contribution / active EE | $660 | $3,387-80.5% | $5,433-87.8% | $2,342-71.8% |
| Participant deferral / active EE | $1,145 | $3,086-62.9% | $4,939-76.8% | $3,332-65.6% |
| Admin fee / account holder | $248 | $5,698-95.6% | $13,880-98.2% | $4,645-94.7% |