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 | $12,972 | $49,227-73.6% | $70,449-81.6% | $79,858-83.8% |
| Participation rate | 96.7% | 69.2%+27.5pp | 75.1%+21.6pp | 69.6%+27.0pp |
| Annual return | 14.39% | 30.06%-15.7pp | 109.03%-94.6pp | 31.71%-17.3pp |
| Employer contribution / active EE | $526 | $2,099-74.9% | $2,737-80.8% | $2,471-78.7% |
| Participant deferral / active EE | $1,485 | $2,768-46.4% | $3,709-60.0% | $3,740-60.3% |
| Admin fee / account holder | $1 | $2,878-99.9% | $3,845-100.0% | $5,306-100.0% |