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 | $23,388 | $65,685-64.4% | $57,179-59.1% | $273,961-91.5% |
| Participation rate | 92.3% | 78.3%+14.0pp | 75.3%+17.0pp | 83.0%+9.3pp |
| Annual return | 11.48% | 21.99%-10.5pp | 14.59%-3.1pp | 41.45%-30.0pp |
| Employer contribution / active EE | $1,482 | $3,279-54.8% | $2,682-44.7% | $4,869-69.6% |
| Participant deferral / active EE | $1,482 | $3,782-60.8% | $3,096-52.1% | $5,287-72.0% |
| Admin fee / account holder | $3 | $4,835-99.9% | $3,139-99.9% | $10,132-100.0% |