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 | $17,071 | $35,183-51.5% | $73,545-76.8% | $70,131-75.7% |
| Participation rate | 86.7% | 42.9%+43.7pp | 54.9%+31.7pp | 69.5%+17.1pp |
| Annual return | 16.62% | 26.90%-10.3pp | -15.16%+31.8pp | 73.14%-56.5pp |
| Employer contribution / active EE | $461 | $709-34.9% | $1,219-62.2% | $2,342-80.3% |
| Participant deferral / active EE | $0 | $1,220-100.0% | $1,806-100.0% | $3,332-100.0% |
| Admin fee / account holder | $272 | $2,302-88.2% | $2,320-88.3% | $4,645-94.1% |