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 | $72,746 | $81,208-10.4% | $98,907-26.5% | $79,858-8.9% |
| Participation rate | 84.4% | 72.5%+11.9pp | 76.0%+8.4pp | 69.6%+14.7pp |
| Annual return | 18.91% | 60.99%-42.1pp | 196.43%-177.5pp | 31.71%-12.8pp |
| Employer contribution / active EE | $608 | $1,960-69.0% | $2,689-77.4% | $2,471-75.4% |
| Participant deferral / active EE | $2,792 | $3,265-14.5% | $4,244-34.2% | $3,740-25.4% |
| Admin fee / account holder | $27 | $6,013-99.5% | $6,642-99.6% | $5,306-99.5% |