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 | $13,982 | $54,705-74.4% | $71,209-80.4% | $84,808-83.5% |
| Participation rate | 72.9% | 64.1%+8.8pp | 73.8%-0.9pp | 68.3%+4.6pp |
| Annual return | 17.59% | 35.90%-18.3pp | 282.51%-264.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $951 | $2,158-55.9% | $2,721-65.0% | $2,631-63.9% |
| Participant deferral / active EE | $841 | $3,030-72.2% | $4,175-79.9% | $4,212-80.0% |
| Admin fee / account holder | $274 | $4,863-94.4% | $5,349-94.9% | $7,344-96.3% |