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 | $36,202 | $45,035-19.6% | $62,995-42.5% | $70,131-48.4% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 12.89% | 18.76%-5.9pp | 87.57%-74.7pp | 73.14%-60.3pp |
| Employer contribution / active EE | $681 | $2,051-66.8% | $2,759-75.3% | $2,342-70.9% |
| Participant deferral / active EE | $1,845 | $2,465-25.1% | $3,329-44.6% | $3,332-44.6% |
| Admin fee / account holder | $231 | $2,834-91.8% | $3,600-93.6% | $4,645-95.0% |