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 | $54,705-57.4% | $71,209-67.2% | $84,808-72.5% |
| Participation rate | 84.6% | 64.1%+20.5pp | 73.8%+10.9pp | 68.3%+16.3pp |
| Annual return | 14.99% | 35.90%-20.9pp | 282.51%-267.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $801 | $2,158-62.9% | $2,721-70.5% | $2,631-69.5% |
| Participant deferral / active EE | $849 | $3,030-72.0% | $4,175-79.7% | $4,212-79.8% |
| Admin fee / account holder | $108 | $4,863-97.8% | $5,349-98.0% | $7,344-98.5% |