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 | $26,930 | $81,248-66.9% | $155,509-82.7% | $80,856-66.7% |
| Participation rate | 73.0% | 66.2%+6.7pp | 78.2%-5.2pp | 67.6%+5.3pp |
| Annual return | 13.73% | 33.31%-19.6pp | 64.67%-50.9pp | 35.59%-21.9pp |
| Employer contribution / active EE | $879 | $3,100-71.7% | $4,672-81.2% | $2,755-68.1% |
| Participant deferral / active EE | $1,674 | $3,452-51.5% | $5,626-70.2% | $4,296-61.0% |
| Admin fee / account holder | $41 | $7,997-99.5% | $15,912-99.7% | $6,918-99.4% |