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 | $18,380 | $54,705-66.4% | $71,209-74.2% | $84,808-78.3% |
| Participation rate | 84.0% | 64.1%+19.9pp | 73.8%+10.2pp | 68.3%+15.7pp |
| Annual return | 18.74% | 35.90%-17.2pp | 282.51%-263.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $981 | $2,158-54.5% | $2,721-63.9% | $2,631-62.7% |
| Participant deferral / active EE | $1,480 | $3,030-51.2% | $4,175-64.5% | $4,212-64.9% |
| Admin fee / account holder | $14 | $4,863-99.7% | $5,349-99.7% | $7,344-99.8% |