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 | $31,220 | $88,751-64.8% | $81,812-61.8% | $145,922-78.6% |
| Participation rate | 78.9% | 75.0%+3.9pp | 72.3%+6.6pp | 80.3%-1.3pp |
| Annual return | 11.73% | 1025.40%-1013.7pp | 773.79%-762.1pp | 561.29%-549.6pp |
| Employer contribution / active EE | $340 | $3,083-89.0% | $2,912-88.3% | $4,660-92.7% |
| Participant deferral / active EE | $2,529 | $4,643-45.5% | $4,319-41.4% | $6,688-62.2% |
| Admin fee / account holder | $186 | $8,415-97.8% | $7,386-97.5% | $13,397-98.6% |