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 | $21,302 | $117,983-81.9% | $101,794-79.1% | $142,382-85.0% |
| Participation rate | 91.3% | 74.2%+17.1pp | 69.2%+22.1pp | 80.1%+11.2pp |
| Annual return | 19.25% | 36.92%-17.7pp | 30.53%-11.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $955 | $2,773-65.5% | $2,289-58.3% | $4,299-77.8% |
| Participant deferral / active EE | $1,801 | $4,714-61.8% | $4,084-55.9% | $6,507-72.3% |
| Admin fee / account holder | $30 | $10,433-99.7% | $8,777-99.7% | $12,624-99.8% |