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 | $26,178 | $102,547-74.5% | $78,210-66.5% | $147,584-82.3% |
| Participation rate | 78.6% | 74.4%+4.2pp | 68.7%+9.8pp | 82.8%-4.3pp |
| Annual return | 17.54% | 51.08%-33.5pp | 40.90%-23.4pp | 578.55%-561.0pp |
| Employer contribution / active EE | $704 | $2,617-73.1% | $2,034-65.4% | $4,876-85.6% |
| Participant deferral / active EE | $1,781 | $3,481-48.8% | $2,823-36.9% | $5,439-67.3% |
| Admin fee / account holder | $175 | $5,059-96.5% | $3,758-95.4% | $10,885-98.4% |