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 6-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 | $20,687 | $80,717-74.4% | $154,803-86.6% | $84,808-75.6% |
| Participation rate | 70.0% | 66.8%+3.2pp | 78.1%-8.1pp | 68.3%+1.7pp |
| Annual return | 20.37% | 37.96%-17.6pp | 58.88%-38.5pp | 40.90%-20.5pp |
| Employer contribution / active EE | $1,670 | $2,761-39.5% | $4,305-61.2% | $2,631-36.5% |
| Participant deferral / active EE | $1,512 | $3,303-54.2% | $5,540-72.7% | $4,212-64.1% |
| Admin fee / account holder | $191 | $6,746-97.2% | $14,329-98.7% | $7,344-97.4% |