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 | $19,679 | $43,075-54.3% | $74,583-73.6% | $62,891-68.7% |
| Participation rate | 96.8% | 58.1%+38.7pp | 68.1%+28.7pp | 69.3%+27.5pp |
| Annual return | 19.19% | 17.50%+1.7pp | 20.47%-1.3pp | 20.14%-0.9pp |
| Employer contribution / active EE | $245 | $1,498-83.6% | $2,525-90.3% | $2,281-89.3% |
| Participant deferral / active EE | $890 | $2,389-62.7% | $3,458-74.3% | $3,203-72.2% |
| Admin fee / account holder | $239 | $2,840-91.6% | $4,138-94.2% | $4,296-94.4% |