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 | $30,033 | $112,881-73.4% | $90,951-67.0% | $158,922-81.1% |
| Participation rate | 72.2% | 74.7%-2.5pp | 69.0%+3.2pp | 82.0%-9.7pp |
| Annual return | 20.62% | 215.79%-195.2pp | 134.60%-114.0pp | 302.83%-282.2pp |
| Employer contribution / active EE | $872 | $2,893-69.9% | $2,122-58.9% | $4,761-81.7% |
| Participant deferral / active EE | $1,428 | $4,128-65.4% | $3,373-57.7% | $5,982-76.1% |
| Admin fee / account holder | $128 | $8,041-98.4% | $5,959-97.8% | $11,246-98.9% |