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 | $26,510 | $49,227-46.1% | $70,449-62.4% | $79,858-66.8% |
| Participation rate | 98.5% | 69.2%+29.4pp | 75.1%+23.5pp | 69.6%+28.9pp |
| Annual return | 21.97% | 30.06%-8.1pp | 109.03%-87.1pp | 31.71%-9.7pp |
| Employer contribution / active EE | $1,314 | $2,099-37.4% | $2,737-52.0% | $2,471-46.8% |
| Participant deferral / active EE | $1,908 | $2,768-31.0% | $3,709-48.5% | $3,740-49.0% |
| Admin fee / account holder | $80 | $2,878-97.2% | $3,845-97.9% | $5,306-98.5% |