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 | $14,699 | $54,762-73.2% | $90,281-83.7% | $72,985-79.9% |
| Participation rate | 97.8% | 65.1%+32.6pp | 73.3%+24.5pp | 69.5%+28.3pp |
| Annual return | 20.00% | 30.63%-10.6pp | 78.10%-58.1pp | 81.00%-61.0pp |
| Employer contribution / active EE | $815 | $2,092-61.0% | $2,854-71.4% | $2,440-66.6% |
| Participant deferral / active EE | $2,195 | $2,887-24.0% | $3,885-43.5% | $3,607-39.2% |
| Admin fee / account holder | $276 | $3,972-93.1% | $5,351-94.8% | $5,124-94.6% |