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 | $112,729-81.1% | $98,716-78.4% | $137,256-84.5% |
| Participation rate | 91.3% | 74.2%+17.1pp | 69.3%+22.0pp | 80.0%+11.3pp |
| Annual return | 19.25% | 38.48%-19.2pp | 31.81%-12.6pp | 220.34%-201.1pp |
| Employer contribution / active EE | $955 | $2,725-64.9% | $2,279-58.1% | $4,156-77.0% |
| Participant deferral / active EE | $1,801 | $4,640-61.2% | $4,048-55.5% | $6,407-71.9% |
| Admin fee / account holder | $30 | $10,129-99.7% | $8,703-99.7% | $12,270-99.8% |