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 | $9,823 | $27,915-64.8% | $58,482-83.2% | $75,163-86.9% |
| Participation rate | 73.8% | 38.8%+35.0pp | 50.9%+23.0pp | 67.2%+6.7pp |
| Annual return | 18.79% | 44.20%-25.4pp | 4239.32%-4220.5pp | 160.62%-141.8pp |
| Employer contribution / active EE | $848 | $669+26.7% | $1,053-19.5% | $2,670-68.3% |
| Participant deferral / active EE | $1,153 | $1,201-4.0% | $1,924-40.1% | $4,125-72.0% |
| Admin fee / account holder | $263 | $1,726-84.7% | $2,516-89.5% | $5,651-95.3% |