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 | $23,325 | $51,638-54.8% | $68,368-65.9% | $82,448-71.7% |
| Participation rate | 84.6% | 63.6%+21.0pp | 73.8%+10.9pp | 68.1%+16.5pp |
| Annual return | 14.99% | 37.53%-22.5pp | 292.57%-277.6pp | 41.64%-26.7pp |
| Employer contribution / active EE | $801 | $2,047-60.8% | $2,649-69.7% | $2,551-68.6% |
| Participant deferral / active EE | $849 | $2,914-70.9% | $4,123-79.4% | $4,139-79.5% |
| Admin fee / account holder | $108 | $4,643-97.7% | $5,150-97.9% | $7,234-98.5% |