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 | $18,598 | $99,341-81.3% | $84,750-78.1% | $273,961-93.2% |
| Participation rate | 90.0% | 80.7%+9.3pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 15.19% | 22.93%-7.7pp | 22.78%-7.6pp | 41.45%-26.3pp |
| Employer contribution / active EE | $2,407 | $4,214-42.9% | $3,574-32.6% | $4,869-50.6% |
| Participant deferral / active EE | $8,748 | $4,269+104.9% | $3,712+135.7% | $5,287+65.5% |
| Admin fee / account holder | $4 | $6,644-99.9% | $5,332-99.9% | $10,132-100.0% |