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 | $23,297 | $99,341-76.5% | $84,750-72.5% | $273,961-91.5% |
| Participation rate | 77.8% | 80.7%-2.9pp | 76.6%+1.2pp | 83.0%-5.2pp |
| Annual return | 14.84% | 22.93%-8.1pp | 22.78%-7.9pp | 41.45%-26.6pp |
| Employer contribution / active EE | $1,775 | $4,214-57.9% | $3,574-50.3% | $4,869-63.5% |
| Participant deferral / active EE | $4,995 | $4,269+17.0% | $3,712+34.6% | $5,287-5.5% |
| Admin fee / account holder | $157 | $6,644-97.6% | $5,332-97.0% | $10,132-98.4% |