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 5-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 | $26,600 | $81,248-67.3% | $155,509-82.9% | $80,856-67.1% |
| Participation rate | 92.7% | 66.2%+26.5pp | 78.2%+14.5pp | 67.6%+25.0pp |
| Annual return | 16.58% | 33.31%-16.7pp | 64.67%-48.1pp | 35.59%-19.0pp |
| Employer contribution / active EE | $837 | $3,100-73.0% | $4,672-82.1% | $2,755-69.6% |
| Participant deferral / active EE | $2,421 | $3,452-29.9% | $5,626-57.0% | $4,296-43.6% |
| Admin fee / account holder | $242 | $7,997-97.0% | $15,912-98.5% | $6,918-96.5% |