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 | $16,519 | $97,125-83.0% | $86,233-80.8% | $137,256-88.0% |
| Participation rate | 70.6% | 74.2%-3.6pp | 69.0%+1.6pp | 80.0%-9.4pp |
| Annual return | 15.40% | 74.19%-58.8pp | 61.39%-46.0pp | 220.34%-204.9pp |
| Employer contribution / active EE | $365 | $2,841-87.2% | $2,504-85.4% | $4,156-91.2% |
| Participant deferral / active EE | $1,666 | $5,180-67.8% | $4,559-63.4% | $6,407-74.0% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |