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 | $19,804 | $54,762-63.8% | $90,281-78.1% | $72,985-72.9% |
| Participation rate | 96.4% | 65.1%+31.2pp | 73.3%+23.1pp | 69.5%+26.9pp |
| Annual return | 22.72% | 30.63%-7.9pp | 78.10%-55.4pp | 81.00%-58.3pp |
| Employer contribution / active EE | $1,749 | $2,092-16.4% | $2,854-38.7% | $2,440-28.3% |
| Participant deferral / active EE | $3,062 | $2,887+6.1% | $3,885-21.2% | $3,607-15.1% |
| Admin fee / account holder | $54 | $3,972-98.7% | $5,351-99.0% | $5,124-99.0% |