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 | $30,467 | $45,152-32.5% | $73,843-58.7% | $59,632-48.9% |
| Participation rate | 78.5% | 64.0%+14.5pp | 73.4%+5.1pp | 68.7%+9.8pp |
| Annual return | 3.11% | 27.40%-24.3pp | 2267.84%-2264.7pp | 2041.28%-2038.2pp |
| Employer contribution / active EE | $1,589 | $1,902-16.4% | $2,787-43.0% | $2,203-27.8% |
| Participant deferral / active EE | $1,713 | $2,574-33.4% | $3,583-52.2% | $3,192-46.3% |
| Admin fee / account holder | $199 | $3,516-94.3% | $4,880-95.9% | $4,297-95.4% |