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 | $30,681 | $110,261-72.2% | $95,745-68.0% | $139,434-78.0% |
| Participation rate | 72.7% | 75.8%-3.0pp | 72.3%+0.5pp | 80.3%-7.6pp |
| Annual return | 17.16% | 27.11%-9.9pp | 28.35%-11.2pp | 372.94%-355.8pp |
| Employer contribution / active EE | $861 | $3,257-73.6% | $2,835-69.6% | $4,751-81.9% |
| Participant deferral / active EE | $1,738 | $4,676-62.8% | $4,245-59.1% | $6,710-74.1% |
| Admin fee / account holder | $194 | $6,613-97.1% | $5,678-96.6% | $11,403-98.3% |