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 | $11,830 | $48,795-75.8% | $65,493-81.9% | $84,808-86.1% |
| Participation rate | 93.6% | 67.0%+26.6pp | 73.1%+20.5pp | 68.3%+25.3pp |
| Annual return | 20.56% | 20.20%+0.4pp | 982.45%-961.9pp | 40.90%-20.3pp |
| Employer contribution / active EE | $497 | $1,930-74.2% | $2,574-80.7% | $2,631-81.1% |
| Participant deferral / active EE | $1,001 | $2,928-65.8% | $3,961-74.7% | $4,212-76.2% |
| Admin fee / account holder | $153 | $3,877-96.0% | $5,028-96.9% | $7,344-97.9% |