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 | $37,578 | $103,376-63.6% | $87,100-56.9% | $152,861-75.4% |
| Participation rate | 95.5% | 79.3%+16.1pp | 76.9%+18.6pp | 82.4%+13.0pp |
| Annual return | 24.07% | 28.10%-4.0pp | 28.19%-4.1pp | 345.32%-321.2pp |
| Employer contribution / active EE | $665 | $3,220-79.3% | $2,521-73.6% | $4,762-86.0% |
| Participant deferral / active EE | $5,242 | $4,778+9.7% | $4,049+29.5% | $5,850-10.4% |
| Admin fee / account holder | $279 | $12,205-97.7% | $7,497-96.3% | $11,596-97.6% |