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 | $28,488 | $57,281-50.3% | $86,612-67.1% | $75,163-62.1% |
| Participation rate | 73.1% | 63.2%+9.9pp | 71.7%+1.4pp | 67.2%+5.9pp |
| Annual return | 16.37% | 2670.75%-2654.4pp | 591.07%-574.7pp | 160.62%-144.2pp |
| Employer contribution / active EE | $814 | $2,314-64.8% | $3,022-73.1% | $2,670-69.5% |
| Participant deferral / active EE | $1,606 | $3,318-51.6% | $4,438-63.8% | $4,125-61.1% |
| Admin fee / account holder | $229 | $4,112-94.4% | $5,614-95.9% | $5,651-95.9% |