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 | $34,038 | $58,828-42.1% | $77,999-56.4% | $62,891-45.9% |
| Participation rate | 75.9% | 71.1%+4.9pp | 75.5%+0.4pp | 69.3%+6.6pp |
| Annual return | 8.73% | 17.16%-8.4pp | 425.96%-417.2pp | 20.14%-11.4pp |
| Employer contribution / active EE | $1,159 | $1,672-30.7% | $2,470-53.1% | $2,281-49.2% |
| Participant deferral / active EE | $1,698 | $2,686-36.8% | $3,497-51.4% | $3,203-47.0% |
| Admin fee / account holder | $148 | $4,393-96.6% | $5,480-97.3% | $4,296-96.5% |