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 | $31,122 | $99,652-68.8% | $78,778-60.5% | $147,584-78.9% |
| Participation rate | 86.4% | 76.2%+10.1pp | 69.2%+17.2pp | 82.8%+3.5pp |
| Annual return | 9.29% | 47.28%-38.0pp | 35.62%-26.3pp | 578.55%-569.3pp |
| Employer contribution / active EE | $614 | $2,796-78.1% | $1,986-69.1% | $4,876-87.4% |
| Participant deferral / active EE | $2,309 | $3,664-37.0% | $2,958-21.9% | $5,439-57.5% |
| Admin fee / account holder | $241 | $7,155-96.6% | $5,134-95.3% | $10,885-97.8% |