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 | $43,021 | $96,484-55.4% | $75,886-43.3% | $152,861-71.9% |
| Participation rate | 91.7% | 76.2%+15.5pp | 69.3%+22.4pp | 82.4%+9.2pp |
| Annual return | 12.17% | 33.98%-21.8pp | 30.76%-18.6pp | 345.32%-333.2pp |
| Employer contribution / active EE | $628 | $3,309-81.0% | $2,500-74.9% | $4,762-86.8% |
| Participant deferral / active EE | $1,953 | $4,553-57.1% | $3,603-45.8% | $5,850-66.6% |
| Admin fee / account holder | $272 | $8,078-96.6% | $5,418-95.0% | $11,596-97.7% |