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 | $33,586 | $93,346-64.0% | $71,796-53.2% | $273,961-87.7% |
| Participation rate | 86.4% | 76.5%+9.8pp | 69.1%+17.3pp | 83.0%+3.3pp |
| Annual return | 8.27% | 130.39%-122.1pp | 78.04%-69.8pp | 41.45%-33.2pp |
| Employer contribution / active EE | $1,074 | $2,733-60.7% | $1,924-44.2% | $4,869-77.9% |
| Participant deferral / active EE | $2,646 | $3,475-23.9% | $2,794-5.3% | $5,287-50.0% |
| Admin fee / account holder | $215 | $6,571-96.7% | $4,815-95.5% | $10,132-97.9% |