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 | $29,661 | $67,411-56.0% | $91,001-67.4% | $70,131-57.7% |
| Participation rate | 90.6% | 71.4%+19.3pp | 75.6%+15.0pp | 69.5%+21.1pp |
| Annual return | 19.10% | -40.16%+59.3pp | 4.60%+14.5pp | 73.14%-54.0pp |
| Employer contribution / active EE | $435 | $1,786-75.6% | $2,456-82.3% | $2,342-81.4% |
| Participant deferral / active EE | $1,257 | $2,823-55.5% | $3,547-64.6% | $3,332-62.3% |
| Admin fee / account holder | $294 | $4,236-93.1% | $5,417-94.6% | $4,645-93.7% |