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 | $15,349 | $48,230-68.2% | $67,502-77.3% | $80,856-81.0% |
| Participation rate | 90.6% | 66.4%+24.3pp | 72.9%+17.8pp | 67.6%+23.0pp |
| Annual return | 16.27% | 18.28%-2.0pp | 3512.12%-3495.9pp | 35.59%-19.3pp |
| Employer contribution / active EE | $1,747 | $2,020-13.5% | $2,731-36.0% | $2,755-36.6% |
| Participant deferral / active EE | $3,300 | $2,924+12.9% | $4,000-17.5% | $4,296-23.2% |
| Admin fee / account holder | $222 | $3,681-94.0% | $3,998-94.4% | $6,918-96.8% |