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 | $21,570 | $84,233-74.4% | $170,442-87.3% | $70,131-69.2% |
| Participation rate | 71.2% | 70.8%+0.3pp | 83.6%-12.4pp | 69.5%+1.6pp |
| Annual return | 24.26% | 23.06%+1.2pp | 205.93%-181.7pp | 73.14%-48.9pp |
| Employer contribution / active EE | $2,283 | $3,387-32.6% | $5,433-58.0% | $2,342-2.5% |
| Participant deferral / active EE | $3,419 | $3,086+10.8% | $4,939-30.8% | $3,332+2.6% |
| Admin fee / account holder | $16 | $5,698-99.7% | $13,880-99.9% | $4,645-99.7% |