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 | $20,046 | $53,127-62.3% | $86,590-76.8% | $70,131-71.4% |
| Participation rate | 92.7% | 65.3%+27.4pp | 73.5%+19.1pp | 69.5%+23.1pp |
| Annual return | 15.32% | 27.66%-12.3pp | 964.84%-949.5pp | 73.14%-57.8pp |
| Employer contribution / active EE | $428 | $2,068-79.3% | $2,839-84.9% | $2,342-81.7% |
| Participant deferral / active EE | $2,008 | $2,696-25.5% | $3,609-44.4% | $3,332-39.7% |
| Admin fee / account holder | $207 | $3,585-94.2% | $4,906-95.8% | $4,645-95.6% |