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 | $28,509 | $232,540-87.7% | $185,117-84.6% | $147,584-80.7% |
| Participation rate | 86.7% | 82.4%+4.3pp | 77.3%+9.4pp | 82.8%+3.8pp |
| Annual return | 13.56% | 43.03%-29.5pp | 40.50%-26.9pp | 578.55%-565.0pp |
| Employer contribution / active EE | $540 | $5,195-89.6% | $4,182-87.1% | $4,876-88.9% |
| Participant deferral / active EE | $1,027 | $5,834-82.4% | $5,045-79.6% | $5,439-81.1% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |