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 | $27,779 | $93,346-70.2% | $71,796-61.3% | $273,961-89.9% |
| Participation rate | 82.4% | 76.5%+5.8pp | 69.1%+13.2pp | 83.0%-0.7pp |
| Annual return | 8.92% | 130.39%-121.5pp | 78.04%-69.1pp | 41.45%-32.5pp |
| Employer contribution / active EE | $1,268 | $2,733-53.6% | $1,924-34.1% | $4,869-73.9% |
| Participant deferral / active EE | $2,032 | $3,475-41.5% | $2,794-27.3% | $5,287-61.6% |
| Admin fee / account holder | $33 | $6,571-99.5% | $4,815-99.3% | $10,132-99.7% |