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 | $51,976 | $81,248-36.0% | $155,509-66.6% | $80,856-35.7% |
| Participation rate | 92.9% | 66.2%+26.6pp | 78.2%+14.7pp | 67.6%+25.2pp |
| Annual return | 16.03% | 33.31%-17.3pp | 64.67%-48.6pp | 35.59%-19.6pp |
| Employer contribution / active EE | $887 | $3,100-71.4% | $4,672-81.0% | $2,755-67.8% |
| Participant deferral / active EE | $2,278 | $3,452-34.0% | $5,626-59.5% | $4,296-47.0% |
| Admin fee / account holder | $196 | $7,997-97.5% | $15,912-98.8% | $6,918-97.2% |