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 | $30,565 | $72,277-57.7% | $101,248-69.8% | $79,858-61.7% |
| Participation rate | 81.1% | 68.5%+12.6pp | 75.8%+5.3pp | 69.6%+11.4pp |
| Annual return | 15.18% | 22.30%-7.1pp | 46.47%-31.3pp | 31.71%-16.5pp |
| Employer contribution / active EE | $811 | $2,692-69.9% | $3,660-77.8% | $2,471-67.2% |
| Participant deferral / active EE | $1,977 | $3,282-39.7% | $4,370-54.8% | $3,740-47.1% |
| Admin fee / account holder | $29 | $4,400-99.3% | $5,945-99.5% | $5,306-99.5% |