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 | $30,404 | $35,183-13.6% | $73,545-58.7% | $70,131-56.6% |
| Participation rate | 93.0% | 42.9%+50.1pp | 54.9%+38.1pp | 69.5%+23.5pp |
| Annual return | 13.05% | 26.90%-13.9pp | -15.16%+28.2pp | 73.14%-60.1pp |
| Employer contribution / active EE | $1,231 | $709+73.7% | $1,219+1.0% | $2,342-47.4% |
| Participant deferral / active EE | $3,368 | $1,220+176.1% | $1,806+86.5% | $3,332+1.1% |
| Admin fee / account holder | $240 | $2,302-89.6% | $2,320-89.6% | $4,645-94.8% |