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 | $31,101 | $91,190-65.9% | $178,490-82.6% | $79,858-61.1% |
| Participation rate | 92.1% | 69.2%+22.9pp | 81.9%+10.2pp | 69.6%+22.5pp |
| Annual return | 19.96% | 24.19%-4.2pp | 151.07%-131.1pp | 31.71%-11.8pp |
| Employer contribution / active EE | $445 | $3,256-86.3% | $5,011-91.1% | $2,471-82.0% |
| Participant deferral / active EE | $2,531 | $3,236-21.8% | $5,202-51.3% | $3,740-32.3% |
| Admin fee / account holder | $123 | $6,751-98.2% | $13,984-99.1% | $5,306-97.7% |