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 | $21,179 | $49,227-57.0% | $70,449-69.9% | $79,858-73.5% |
| Participation rate | 87.0% | 69.2%+17.8pp | 75.1%+11.9pp | 69.6%+17.3pp |
| Annual return | 13.89% | 30.06%-16.2pp | 109.03%-95.1pp | 31.71%-17.8pp |
| Employer contribution / active EE | $1,234 | $2,099-41.2% | $2,737-54.9% | $2,471-50.1% |
| Participant deferral / active EE | $1,362 | $2,768-50.8% | $3,709-63.3% | $3,740-63.6% |
| Admin fee / account holder | $297 | $2,878-89.7% | $3,845-92.3% | $5,306-94.4% |