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 | $24,230 | $135,952-82.2% | $123,892-80.4% | $273,961-91.2% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 14.62% | 56.63%-42.0pp | 47.52%-32.9pp | 41.45%-26.8pp |
| Employer contribution / active EE | $1,854 | $5,170-64.1% | $4,617-59.9% | $4,869-61.9% |
| Participant deferral / active EE | $5,849 | $6,343-7.8% | $5,984-2.3% | $5,287+10.6% |
| Admin fee / account holder | $112 | $9,817-98.9% | $8,357-98.7% | $10,132-98.9% |