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 | $29,795 | $72,277-58.8% | $101,248-70.6% | $79,858-62.7% |
| Participation rate | 79.6% | 68.5%+11.2pp | 75.8%+3.8pp | 69.6%+10.0pp |
| Annual return | 20.50% | 22.30%-1.8pp | 46.47%-26.0pp | 31.71%-11.2pp |
| Employer contribution / active EE | $944 | $2,692-64.9% | $3,660-74.2% | $2,471-61.8% |
| Participant deferral / active EE | $3,182 | $3,282-3.0% | $4,370-27.2% | $3,740-14.9% |
| Admin fee / account holder | $30 | $4,400-99.3% | $5,945-99.5% | $5,306-99.4% |