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 | $31,485 | $46,869-32.8% | $122,332-74.3% | $70,131-55.1% |
| Participation rate | 93.5% | 58.2%+35.3pp | 71.6%+21.8pp | 69.5%+23.9pp |
| Annual return | 18.36% | 24.22%-5.9pp | 30.27%-11.9pp | 73.14%-54.8pp |
| Employer contribution / active EE | $438 | $1,288-66.0% | $4,050-89.2% | $2,342-81.3% |
| Participant deferral / active EE | $1,436 | $2,166-33.7% | $3,287-56.3% | $3,332-56.9% |
| Admin fee / account holder | $293 | $3,322-91.2% | $5,478-94.7% | $4,645-93.7% |