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 | $13,171 | $57,590-77.1% | $86,233-84.7% | $82,448-84.0% |
| Participation rate | 92.1% | 57.9%+34.2pp | 69.0%+23.1pp | 68.1%+24.0pp |
| Annual return | 15.66% | 22.41%-6.8pp | 61.39%-45.7pp | 41.64%-26.0pp |
| Employer contribution / active EE | $467 | $1,655-71.8% | $2,504-81.3% | $2,551-81.7% |
| Participant deferral / active EE | $1,557 | $3,080-49.4% | $4,559-65.8% | $4,139-62.4% |
| Admin fee / account holder | $164 | $4,730-96.5% | $8,342-98.0% | $7,234-97.7% |