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 | $13,963 | $47,479-70.6% | $62,929-77.8% | $82,448-83.1% |
| Participation rate | 88.9% | 66.9%+22.0pp | 73.1%+15.8pp | 68.1%+20.8pp |
| Annual return | 12.38% | 20.34%-8.0pp | 1063.93%-1051.5pp | 41.64%-29.3pp |
| Employer contribution / active EE | $403 | $1,885-78.6% | $2,505-83.9% | $2,551-84.2% |
| Participant deferral / active EE | $2,592 | $2,870-9.7% | $3,888-33.3% | $4,139-37.4% |
| Admin fee / account holder | $220 | $3,804-94.2% | $5,065-95.7% | $7,234-97.0% |