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 | $31,035 | $99,079-68.7% | $77,999-60.2% | $273,961-88.7% |
| Participation rate | 73.9% | 78.6%-4.7pp | 75.5%-1.6pp | 83.0%-9.1pp |
| Annual return | 4.87% | 217.93%-213.1pp | 425.96%-421.1pp | 41.45%-36.6pp |
| Employer contribution / active EE | $933 | $3,308-71.8% | $2,470-62.2% | $4,869-80.8% |
| Participant deferral / active EE | $1,643 | $4,306-61.8% | $3,497-53.0% | $5,287-68.9% |
| Admin fee / account holder | $54 | $8,954-99.4% | $5,480-99.0% | $10,132-99.5% |