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 | $20,406 | $105,859-80.7% | $90,160-77.4% | $147,584-86.2% |
| Participation rate | 73.9% | 79.7%-5.8pp | 76.9%-3.0pp | 82.8%-8.9pp |
| Annual return | 18.88% | 37.63%-18.7pp | 34.88%-16.0pp | 578.55%-559.7pp |
| Employer contribution / active EE | $2,410 | $4,126-41.6% | $3,318-27.4% | $4,876-50.6% |
| Participant deferral / active EE | $3,671 | $5,733-36.0% | $5,288-30.6% | $5,439-32.5% |
| Admin fee / account holder | $217 | $8,046-97.3% | $5,943-96.4% | $10,885-98.0% |