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 9-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 | $14,048 | $57,590-75.6% | $86,233-83.7% | $82,448-83.0% |
| Participation rate | 82.1% | 57.9%+24.3pp | 69.0%+13.1pp | 68.1%+14.1pp |
| Annual return | 19.22% | 22.41%-3.2pp | 61.39%-42.2pp | 41.64%-22.4pp |
| Employer contribution / active EE | $1,064 | $1,655-35.7% | $2,504-57.5% | $2,551-58.3% |
| Participant deferral / active EE | $1,748 | $3,080-43.2% | $4,559-61.7% | $4,139-57.8% |
| Admin fee / account holder | $63 | $4,730-98.7% | $8,342-99.2% | $7,234-99.1% |