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 | $34,215 | $95,416-64.1% | $185,823-81.6% | $85,850-60.1% |
| Participation rate | 82.8% | 68.8%+14.0pp | 81.7%+1.1pp | 69.3%+13.4pp |
| Annual return | 12.82% | 23.59%-10.8pp | 122.05%-109.2pp | 318.53%-305.7pp |
| Employer contribution / active EE | $410 | $3,314-87.6% | $5,167-92.1% | $2,565-84.0% |
| Participant deferral / active EE | $1,546 | $3,423-54.8% | $5,568-72.2% | $3,952-60.9% |
| Admin fee / account holder | $142 | $7,213-98.0% | $16,237-99.1% | $6,260-97.7% |