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 | $31,528 | $65,409-51.8% | $98,442-68.0% | $85,850-63.3% |
| Participation rate | 84.3% | 65.0%+19.3pp | 73.3%+11.0pp | 69.3%+15.0pp |
| Annual return | 36.71% | 21.76%+15.0pp | 1492.73%-1456.0pp | 318.53%-281.8pp |
| Employer contribution / active EE | $879 | $2,168-59.5% | $2,960-70.3% | $2,565-65.7% |
| Participant deferral / active EE | $2,389 | $3,166-24.5% | $4,276-44.1% | $3,952-39.5% |
| Admin fee / account holder | $195 | $4,593-95.8% | $5,949-96.7% | $6,260-96.9% |