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 | $19,984 | $56,054-64.3% | $171,082-88.3% | $62,891-68.2% |
| Participation rate | 76.3% | 62.9%+13.4pp | 76.7%-0.4pp | 69.3%+7.0pp |
| Annual return | 7.86% | 22.52%-14.7pp | 32.56%-24.7pp | 20.14%-12.3pp |
| Employer contribution / active EE | $855 | $1,731-50.6% | $4,002-78.6% | $2,281-62.5% |
| Participant deferral / active EE | $1,958 | $3,158-38.0% | $4,797-59.2% | $3,203-38.9% |
| Admin fee / account holder | $149 | $3,647-95.9% | $8,520-98.3% | $4,296-96.5% |