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 | $15,256 | $39,122-61.0% | $57,179-73.3% | $62,891-75.7% |
| Participation rate | 96.7% | 70.5%+26.2pp | 75.3%+21.3pp | 69.3%+27.4pp |
| Annual return | 6.26% | 9.23%-3.0pp | 14.59%-8.3pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,276 | $1,874-31.9% | $2,682-52.4% | $2,281-44.1% |
| Participant deferral / active EE | $2,462 | $2,374+3.7% | $3,096-20.5% | $3,203-23.1% |
| Admin fee / account holder | $47 | $2,592-98.2% | $3,139-98.5% | $4,296-98.9% |