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 | $20,620 | $84,233-75.5% | $170,442-87.9% | $70,131-70.6% |
| Participation rate | 70.0% | 70.8%-0.8pp | 83.6%-13.6pp | 69.5%+0.5pp |
| Annual return | 26.09% | 23.06%+3.0pp | 205.93%-179.8pp | 73.14%-47.1pp |
| Employer contribution / active EE | $1,062 | $3,387-68.6% | $5,433-80.4% | $2,342-54.7% |
| Participant deferral / active EE | $1,341 | $3,086-56.6% | $4,939-72.9% | $3,332-59.8% |
| Admin fee / account holder | $164 | $5,698-97.1% | $13,880-98.8% | $4,645-96.5% |