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 | $18,488 | $90,503-79.6% | $78,689-76.5% | $273,961-93.3% |
| Participation rate | 70.6% | 76.5%-5.9pp | 73.6%-3.0pp | 83.0%-12.4pp |
| Annual return | 6.23% | 75.60%-69.4pp | 62.18%-55.9pp | 41.45%-35.2pp |
| Employer contribution / active EE | $1,816 | $3,176-42.8% | $2,851-36.3% | $4,869-62.7% |
| Participant deferral / active EE | $2,214 | $3,901-43.2% | $3,517-37.0% | $5,287-58.1% |
| Admin fee / account holder | $19 | $5,263-99.6% | $4,510-99.6% | $10,132-99.8% |