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 | $19,384 | $65,685-70.5% | $57,179-66.1% | $273,961-92.9% |
| Participation rate | 84.2% | 78.3%+5.9pp | 75.3%+8.9pp | 83.0%+1.2pp |
| Annual return | 7.05% | 21.99%-14.9pp | 14.59%-7.5pp | 41.45%-34.4pp |
| Employer contribution / active EE | $1,562 | $3,279-52.4% | $2,682-41.8% | $4,869-67.9% |
| Participant deferral / active EE | $4,277 | $3,782+13.1% | $3,096+38.1% | $5,287-19.1% |
| Admin fee / account holder | $278 | $4,835-94.3% | $3,139-91.1% | $10,132-97.3% |