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 | $11,021 | $100,852-89.1% | $90,404-87.8% | $158,922-93.1% |
| Participation rate | 72.2% | 75.0%-2.8pp | 72.7%-0.5pp | 82.0%-9.7pp |
| Annual return | 17.70% | 1724.20%-1706.5pp | 1293.02%-1275.3pp | 302.83%-285.1pp |
| Employer contribution / active EE | $321 | $3,689-91.3% | $3,262-90.1% | $4,761-93.2% |
| Participant deferral / active EE | $1,772 | $4,348-59.3% | $3,963-55.3% | $5,982-70.4% |
| Admin fee / account holder | $190 | $6,501-97.1% | $5,611-96.6% | $11,246-98.3% |