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 | $19,903 | $48,364-58.8% | $71,796-72.3% | $62,891-68.4% |
| Participation rate | 97.0% | 60.6%+36.3pp | 69.1%+27.9pp | 69.3%+27.7pp |
| Annual return | 8.66% | 13.16%-4.5pp | 78.04%-69.4pp | 20.14%-11.5pp |
| Employer contribution / active EE | $333 | $1,042-68.1% | $1,924-82.7% | $2,281-85.4% |
| Participant deferral / active EE | $1,064 | $2,091-49.1% | $2,794-61.9% | $3,203-66.8% |
| Admin fee / account holder | $21 | $3,771-99.5% | $4,815-99.6% | $4,296-99.5% |