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 | $19,117 | $69,518-72.5% | $59,878-68.1% | $135,375-85.9% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.7%+17.0pp | 82.6%+9.0pp |
| Annual return | 5.36% | 7.94%-2.6pp | 3.46%+1.9pp | 519.73%-514.4pp |
| Employer contribution / active EE | $1,757 | $3,235-45.7% | $2,722-35.4% | $4,779-63.2% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $166 | $5,734-97.1% | $3,590-95.4% | $10,827-98.5% |