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 | $34,083 | $98,240-65.3% | $82,313-58.6% | $147,584-76.9% |
| Participation rate | 85.7% | 79.7%+6.0pp | 76.9%+8.8pp | 82.8%+2.9pp |
| Annual return | 20.59% | 30.85%-10.3pp | 25.88%-5.3pp | 578.55%-558.0pp |
| Employer contribution / active EE | $879 | $3,192-72.5% | $2,428-63.8% | $4,876-82.0% |
| Participant deferral / active EE | $4,833 | $4,383+10.3% | $3,706+30.4% | $5,439-11.1% |
| Admin fee / account holder | $58 | $8,563-99.3% | $5,608-99.0% | $10,885-99.5% |