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 | $20,564 | $84,233-75.6% | $170,442-87.9% | $70,131-70.7% |
| Participation rate | 92.2% | 70.8%+21.4pp | 83.6%+8.6pp | 69.5%+22.6pp |
| Annual return | 15.03% | 23.06%-8.0pp | 205.93%-190.9pp | 73.14%-58.1pp |
| Employer contribution / active EE | $752 | $3,387-77.8% | $5,433-86.2% | $2,342-67.9% |
| Participant deferral / active EE | $1,959 | $3,086-36.5% | $4,939-60.3% | $3,332-41.2% |
| Admin fee / account holder | $233 | $5,698-95.9% | $13,880-98.3% | $4,645-95.0% |