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 | $28,114 | $78,672-64.3% | $109,143-74.2% | $85,850-67.3% |
| Participation rate | 88.5% | 68.3%+20.3pp | 75.9%+12.6pp | 69.3%+19.2pp |
| Annual return | 18.02% | 25.09%-7.1pp | 25.75%-7.7pp | 318.53%-300.5pp |
| Employer contribution / active EE | $1,067 | $2,735-61.0% | $3,722-71.3% | $2,565-58.4% |
| Participant deferral / active EE | $1,904 | $3,467-45.1% | $4,653-59.1% | $3,952-51.8% |
| Admin fee / account holder | $92 | $5,469-98.3% | $6,752-98.6% | $6,260-98.5% |