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 | $19,024 | $50,958-62.7% | $74,550-74.5% | $64,186-70.4% |
| Participation rate | 90.9% | 61.1%+29.9pp | 69.1%+21.8pp | 69.6%+21.3pp |
| Annual return | 19.83% | -1.86%+21.7pp | 32.53%-12.7pp | 7.63%+12.2pp |
| Employer contribution / active EE | $606 | $1,115-45.7% | $1,961-69.1% | $2,381-74.5% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $90 | $4,223-97.9% | $5,060-98.2% | $4,888-98.2% |