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 | $22,024 | $54,762-59.8% | $90,281-75.6% | $72,985-69.8% |
| Participation rate | 81.3% | 65.1%+16.1pp | 73.3%+8.0pp | 69.5%+11.8pp |
| Annual return | 23.02% | 30.63%-7.6pp | 78.10%-55.1pp | 81.00%-58.0pp |
| Employer contribution / active EE | $2,295 | $2,092+9.7% | $2,854-19.6% | $2,440-5.9% |
| Participant deferral / active EE | $4,580 | $2,887+58.6% | $3,885+17.9% | $3,607+26.9% |
| Admin fee / account holder | $94 | $3,972-97.6% | $5,351-98.3% | $5,124-98.2% |