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 | $32,350 | $93,346-65.3% | $71,796-54.9% | $273,961-88.2% |
| Participation rate | 81.3% | 76.5%+4.7pp | 69.1%+12.1pp | 83.0%-1.8pp |
| Annual return | 6.60% | 130.39%-123.8pp | 78.04%-71.4pp | 41.45%-34.9pp |
| Employer contribution / active EE | $592 | $2,733-78.3% | $1,924-69.2% | $4,869-87.8% |
| Participant deferral / active EE | $2,696 | $3,475-22.4% | $2,794-3.5% | $5,287-49.0% |
| Admin fee / account holder | $209 | $6,571-96.8% | $4,815-95.7% | $10,132-97.9% |