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 | $19,761 | $43,723-54.8% | $121,196-83.7% | $64,186-69.2% |
| Participation rate | 92.4% | 58.3%+34.1pp | 71.7%+20.7pp | 69.6%+22.8pp |
| Annual return | 7.67% | 68.91%-61.2pp | 16.93%-9.3pp | 7.63%0pp |
| Employer contribution / active EE | $508 | $1,296-60.8% | $4,022-87.4% | $2,381-78.7% |
| Participant deferral / active EE | $1,247 | $2,280-45.3% | $3,344-62.7% | $3,470-64.1% |
| Admin fee / account holder | $190 | $3,501-94.6% | $5,019-96.2% | $4,888-96.1% |