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 | $40,160 | $87,733-54.2% | $106,548-62.3% | $85,850-53.2% |
| Participation rate | 82.4% | 71.9%+10.4pp | 76.1%+6.2pp | 69.3%+13.0pp |
| Annual return | 13.61% | 21.86%-8.2pp | 26.80%-13.2pp | 318.53%-304.9pp |
| Employer contribution / active EE | $784 | $2,073-62.2% | $2,819-72.2% | $2,565-69.4% |
| Participant deferral / active EE | $1,541 | $3,469-55.6% | $4,398-65.0% | $3,952-61.0% |
| Admin fee / account holder | $257 | $6,767-96.2% | $7,407-96.5% | $6,260-95.9% |