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 | $25,642 | $48,795-47.5% | $65,493-60.8% | $84,808-69.8% |
| Participation rate | 95.5% | 67.0%+28.5pp | 73.1%+22.4pp | 68.3%+27.1pp |
| Annual return | 12.84% | 20.20%-7.4pp | 982.45%-969.6pp | 40.90%-28.1pp |
| Employer contribution / active EE | $734 | $1,930-62.0% | $2,574-71.5% | $2,631-72.1% |
| Participant deferral / active EE | $1,500 | $2,928-48.8% | $3,961-62.1% | $4,212-64.4% |
| Admin fee / account holder | $175 | $3,877-95.5% | $5,028-96.5% | $7,344-97.6% |