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 | $11,658 | $109,327-89.3% | $89,391-87.0% | $158,922-92.7% |
| Participation rate | 70.0% | 74.3%-4.3pp | 68.0%+2.0pp | 82.0%-12.0pp |
| Annual return | 23.56% | 345.68%-322.1pp | 245.62%-222.1pp | 302.83%-279.3pp |
| Employer contribution / active EE | $992 | $3,170-68.7% | $2,586-61.6% | $4,761-79.2% |
| Participant deferral / active EE | $2,522 | $4,598-45.2% | $3,890-35.2% | $5,982-57.8% |
| Admin fee / account holder | $163 | $6,153-97.4% | $4,881-96.7% | $11,246-98.6% |