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 | $20,714 | $84,233-75.4% | $170,442-87.8% | $70,131-70.5% |
| Participation rate | 88.6% | 70.8%+17.8pp | 83.6%+5.0pp | 69.5%+19.1pp |
| Annual return | 22.37% | 23.06%-0.7pp | 205.93%-183.6pp | 73.14%-50.8pp |
| Employer contribution / active EE | $2,906 | $3,387-14.2% | $5,433-46.5% | $2,342+24.1% |
| Participant deferral / active EE | $3,110 | $3,086+0.8% | $4,939-37.0% | $3,332-6.6% |
| Admin fee / account holder | -$117 | $5,698-102.0% | $13,880-100.8% | $4,645-102.5% |