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 | $18,563 | $99,341-81.3% | $84,750-78.1% | $273,961-93.2% |
| Participation rate | 87.5% | 80.7%+6.8pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 7.40% | 22.93%-15.5pp | 22.78%-15.4pp | 41.45%-34.1pp |
| Employer contribution / active EE | $4,182 | $4,214-0.7% | $3,574+17.0% | $4,869-14.1% |
| Participant deferral / active EE | $5,354 | $4,269+25.4% | $3,712+44.2% | $5,287+1.3% |
| Admin fee / account holder | $21 | $6,644-99.7% | $5,332-99.6% | $10,132-99.8% |