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 | $48,753 | $104,251-53.2% | $91,001-46.4% | $147,584-67.0% |
| Participation rate | 80.0% | 78.2%+1.8pp | 75.6%+4.4pp | 82.8%-2.8pp |
| Annual return | 17.94% | 27.06%-9.1pp | 4.60%+13.3pp | 578.55%-560.6pp |
| Employer contribution / active EE | $513 | $3,116-83.5% | $2,456-79.1% | $4,876-89.5% |
| Participant deferral / active EE | $2,053 | $4,195-51.1% | $3,547-42.1% | $5,439-62.2% |
| Admin fee / account holder | $7 | $8,948-99.9% | $5,417-99.9% | $10,885-99.9% |