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 | $13,776 | $65,685-79.0% | $57,179-75.9% | $273,961-95.0% |
| Participation rate | 87.5% | 78.3%+9.2pp | 75.3%+12.2pp | 83.0%+4.5pp |
| Annual return | 7.27% | 21.99%-14.7pp | 14.59%-7.3pp | 41.45%-34.2pp |
| Employer contribution / active EE | $1,485 | $3,279-54.7% | $2,682-44.6% | $4,869-69.5% |
| Participant deferral / active EE | $4,949 | $3,782+30.9% | $3,096+59.8% | $5,287-6.4% |
| Admin fee / account holder | $89 | $4,835-98.2% | $3,139-97.2% | $10,132-99.1% |