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 | $21,551 | $99,652-78.4% | $78,778-72.6% | $147,584-85.4% |
| Participation rate | 87.5% | 76.2%+11.3pp | 69.2%+18.3pp | 82.8%+4.7pp |
| Annual return | 16.45% | 47.28%-30.8pp | 35.62%-19.2pp | 578.55%-562.1pp |
| Employer contribution / active EE | $993 | $2,796-64.5% | $1,986-50.0% | $4,876-79.6% |
| Participant deferral / active EE | $3,489 | $3,664-4.8% | $2,958+17.9% | $5,439-35.8% |
| Admin fee / account holder | $115 | $7,155-98.4% | $5,134-97.8% | $10,885-98.9% |