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 | $26,423 | $64,307-58.9% | $57,343-53.9% | $125,391-78.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 2.42% | 25.12%-22.7pp | 24.39%-22.0pp | 282.22%-279.8pp |
| Employer contribution / active EE | $703 | $3,193-78.0% | $2,689-73.9% | $4,866-85.6% |
| Participant deferral / active EE | $2,836 | $3,848-26.3% | $3,162-10.3% | $5,352-47.0% |
| Admin fee / account holder | $46 | $5,242-99.1% | $3,356-98.6% | $9,540-99.5% |