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 | $18,573 | $93,071-80.0% | $74,583-75.1% | $273,961-93.2% |
| Participation rate | 81.0% | 74.9%+6.0pp | 68.1%+12.8pp | 83.0%-2.1pp |
| Annual return | 8.21% | 26.18%-18.0pp | 20.47%-12.3pp | 41.45%-33.2pp |
| Employer contribution / active EE | $1,565 | $3,160-50.5% | $2,525-38.0% | $4,869-67.9% |
| Participant deferral / active EE | $3,391 | $4,160-18.5% | $3,458-1.9% | $5,287-35.9% |
| Admin fee / account holder | $16 | $5,272-99.7% | $4,138-99.6% | $10,132-99.8% |