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 | $24,341 | $56,053-56.6% | $75,972-68.0% | $80,856-69.9% |
| Participation rate | 89.3% | 62.0%+27.3pp | 69.1%+20.2pp | 67.6%+21.6pp |
| Annual return | 14.28% | 20.53%-6.3pp | 359.55%-345.3pp | 35.59%-21.3pp |
| Employer contribution / active EE | $970 | $1,874-48.2% | $2,685-63.9% | $2,755-64.8% |
| Participant deferral / active EE | $1,587 | $3,052-48.0% | $4,255-62.7% | $4,296-63.1% |
| Admin fee / account holder | $262 | $5,234-95.0% | $6,467-96.0% | $6,918-96.2% |