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 | $18,176 | $90,503-79.9% | $78,689-76.9% | $273,961-93.4% |
| Participation rate | 91.7% | 76.5%+15.1pp | 73.6%+18.1pp | 83.0%+8.7pp |
| Annual return | 6.72% | 75.60%-68.9pp | 62.18%-55.5pp | 41.45%-34.7pp |
| Employer contribution / active EE | $322 | $3,176-89.9% | $2,851-88.7% | $4,869-93.4% |
| Participant deferral / active EE | $1,192 | $3,901-69.5% | $3,517-66.1% | $5,287-77.5% |
| Admin fee / account holder | $66 | $5,263-98.7% | $4,510-98.5% | $10,132-99.3% |