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 | $17,152 | $34,308-50.0% | $74,701-77.0% | $72,985-76.5% |
| Participation rate | 84.0% | 42.4%+41.6pp | 54.5%+29.5pp | 69.5%+14.5pp |
| Annual return | 24.38% | 26.58%-2.2pp | 752.92%-728.5pp | 81.00%-56.6pp |
| Employer contribution / active EE | $2,686 | $692+288.3% | $1,084+147.9% | $2,440+10.1% |
| Participant deferral / active EE | $1,622 | $1,271+27.6% | $1,964-17.4% | $3,607-55.0% |
| Admin fee / account holder | $140 | $2,124-93.4% | $3,333-95.8% | $5,124-97.3% |