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 | $19,615 | $108,172-81.9% | $77,482-74.7% | $158,922-87.7% |
| Participation rate | 88.9% | 64.4%+24.5pp | 54.2%+34.7pp | 82.0%+6.9pp |
| Annual return | 13.25% | 31.67%-18.4pp | 54.79%-41.5pp | 302.83%-289.6pp |
| Employer contribution / active EE | $1,702 | $1,325+28.5% | $986+72.6% | $4,761-64.2% |
| Participant deferral / active EE | $2,557 | $2,456+4.1% | $1,861+37.4% | $5,982-57.3% |
| Admin fee / account holder | $195 | $3,708-94.7% | $2,858-93.2% | $11,246-98.3% |