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 | $15,728 | $54,762-71.3% | $90,281-82.6% | $72,985-78.4% |
| Participation rate | 96.7% | 65.1%+31.5pp | 73.3%+23.4pp | 69.5%+27.2pp |
| Annual return | 17.52% | 30.63%-13.1pp | 78.10%-60.6pp | 81.00%-63.5pp |
| Employer contribution / active EE | $1,987 | $2,092-5.0% | $2,854-30.4% | $2,440-18.5% |
| Participant deferral / active EE | $1,420 | $2,887-50.8% | $3,885-63.4% | $3,607-60.6% |
| Admin fee / account holder | $0 | $3,972-100.0% | $5,351-100.0% | $5,124-100.0% |