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 | $23,423 | $61,660-62.0% | $80,019-70.7% | $64,186-63.5% |
| Participation rate | 84.8% | 71.7%+13.1pp | 75.8%+9.0pp | 69.6%+15.2pp |
| Annual return | 14.83% | -0.33%+15.2pp | 11.22%+3.6pp | 7.63%+7.2pp |
| Employer contribution / active EE | $700 | $1,810-61.3% | $2,468-71.6% | $2,381-70.6% |
| Participant deferral / active EE | $5,849 | $2,968+97.1% | $3,686+58.7% | $3,470+68.6% |
| Admin fee / account holder | $47 | $5,417-99.1% | $6,521-99.3% | $4,888-99.0% |